For those with more still to build
Experienced advice and well-made structures for your next stage of growth, across countries and generations.
We bring your business, family and ownership into one conversation, then carry the agreed plans through alongside your existing advisors.
Expansion, a transaction, the next generation stepping in. These are good problems to have. We help make sure your arrangements are ready for them.
Your business or family is going international, and ownership, operations and responsibilities need to move with it.
A sale, merger, acquisition or restructure is taking shape. The decisions around the deal matter as much as the deal itself.
The next generation is joining the business, raising questions about leadership, ownership and the founder’s future role.
What you own spans companies, trusts and borders, and needs to work as one.
Structure that works as hard as you do
Expand into new markets, bring in investors or make acquisitions on a structure that’s ready for it.
Thoughtful planning helps you avoid unnecessary tax and costly gaps between companies, trusts and countries.
Give the next generation a clear role, and the family a clear plan.
An illustrative example
A founder expanding abroad while bringing her children into the business. A new holding structure and shareholder agreement let both plans go ahead together.
Start wherever it makes sense
We look at your business, family and ownership together, then show you what’s working, what needs attention and where the opportunities are.
We carry the agreed work through, from structuring and succession to acquisitions and exits, alongside your existing advisors.
A continuing relationship, with a firm personally involved, for the big decisions as they come.
Behind every relationship is an established firm with experience across global structuring, cross-border jurisdiction, succession, wealth, legacy and tax. We work alongside the legal, tax and accounting advisors you already trust.
See the full advisory approachAdvisory
Connect what you own with the decisions ahead, across companies, trusts, businesses and countries.
Tax considered alongside growth, transactions, ownership and the next generation.
Plan the handover of ownership, leadership and the founder’s role, with room for the next generation.
Connect what your family has built with the responsibilities and priorities that will shape its future.
Bring ownership, operations and responsibilities into one view as your business or family goes international.
Bring operating businesses, ownership structures, advisors and the next generation into one conversation.
Family Wealth Health Diagnostic
A once-off review that brings family, business, ownership, assets and risks into one connected view.
See where your arrangements need attention before decisions about growth, control or succession become pressing.
The diagnostic stands alone. Further work is commissioned only where it adds value.
Explore the diagnostic
Start with a private conversation about your plans and where things stand today. From there, we’ll agree where we can be most useful.
