Family business consulting

We understand the unique relationship between a family and its family business, helping us create structures and processes which reflect your culture, values and goals. 

Family businesses and their owners face a particular set of issues ranging from shareholder and family education, communication and governance, to succession and continuity planning.

We listen carefully to your concerns and priorities and work with you to put in place a well-defined course of action. This can involve participation in family and board meetings, strategic planning and the preparation of a Family Charter.   

Our lawyers

Our team of expert lawyers has been advising families for many years and can help you achieve the long-term aims of both your family and your business.

Our experience

No matter what kind of business your family may own, we can help you put in place the appropriate structures to manage and preserve the business for future generations. Examples of our work include:

  • Creating innovative structures to assist with the transfer of a business from one generation to the next, using a combination of trust and corporate vehicles.
  • Helping guide a family through the sale of a business which was owned through a series of family trusts, and reinvesting their wealth in a protected and tax-efficient manner for future generations.
  • Assisting a family business manage conflict by creating a new family council to oversee operations of the business, drafting and negotiating the terms of a family blueprint to govern how key decisions are taken.
  • Helping to educate future generations on managing their relationship with their wealth.

Our clients

We have experience working with wealthy family businesses across a range of key sectors. Our clients include:

  • The owners of a manufacturing business with global operations
  • A first-generation technology entrepreneur in the early stages of creating dynastic family wealth
  • A UK resident non-domiciled family with very large property investment holdings

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