Family Investment Company

The Family Business Team has a wealth of experience advising high net worth individuals on how to pass wealth onto the next generation in a tax efficient and otherwise effective manner.

Part of the solution to the issue quite often comes in the form of a Family Investment Company. Our Team includes colleagues in both our Private Client Advisory Team and our Corporate Team, and we work together to deliver a joined-up approach to suit each client’s specific circumstances.

Our experts can provide specialist advice on the structure of the constitutional documents which create a suitable vehicle to be used to pass significant wealth onto the next generation tax efficiently. We advise on the day-to-day control of the company to ensure an appropriate level of asset protection and, on this particular aspect, we often work closely with our colleagues from our Family Team.