We appreciate the legacy of a family is its most valuable asset, and a family’s ultimate purpose is the fulfilment of its collective and individual goals. We help our private clients succeed in such regards by assisting them in the protection of their family businesses, their family and individual wealth and their family relationships and governance.

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Our private client practice is a multidisciplinary practice that includes advisory services relating to family businesses, family offices and estate planning.

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Every family is different, and each one has its own structure, capacities, goals, problems and needs. We know there are no “one-size-fits-all” solutions when it comes to addressing family concerns, which we tackle with creativity and sensitivity to the family’s interests and history.

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Our clients include affluent families, self-made individuals, and beneficiaries of inherited wealth.

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Family businesses. We fully appreciate that a family business is more than just a business, it is also part of the family’s history, its legacy and the result of years of hard work and sacrifices. We help our clients navigate the complexities of family-owned businesses, including advice regarding: voting and decision-making, dividend distribution policies, corporate governance, protection from “family disturbances and disputes”, co-existence and governance with third-party investors, and liquidity events, including IPOs and sales of the businesses.

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Family Offices. We advise our private clients in setting up their Family Offices, including the incorporation of special purpose entities and funds with a holistic approach covering tax implications, family governance, regulatory and investment considerations. We further advise Family Offices in the full cycle of their private ventures and investments, from the initial due diligence, through the negotiation of investment and shareholder agreements, and all the way to divestments and exits.

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Estate planning. Our estate planning practice centers on strategically planning the transmission of wealth to future generations, considering tax implications, governance and administrative simplicity. Our experience in cross-border situations grants us a unique advantage when it comes to addressing specific jurisdictional concerns. We deliver a broad range of products, from sophisticated testament wills to domestic and foreign inheritance trusts and other inheritance vehicles, as well as creative and efficient in-life transfer alternatives.

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With respect to our Private Clients and Family Offices practice, we represent UHNI and Families with the upmost discretion and  confidentiality.