Legal and tax advice liaison and stewardship

We share our years of wealth, estate, succession and alternative investment structuring experience, complemented by our deep global network of advisers which we partner with in all areas of law and taxation.

Get in touch with our team today

We provide:

  • Our client directors are wealth structuring stewards, given the years of experience in setting up and administering wealth structures, and many are lawyers and accountants
  • Our global network of external lawyers, accountants and other advisers is unparalleled, representing a proprietary value-add for our global families and their family offices
  • Given our deep technical knowledge in relevant areas of law and taxation, we are able to not only help our family office clients understand the issues and narrow down solutions, but we also are better able to run the structures coming out of such advice much better than most, which in turn mitigates execution risk when otherwise good advice is received by family offices

We know how and
we want to know you.

So wherever you are
we’re ready to listen.

Our people expertly combine their know how with an ability to know you. Get in touch and give us an opportunity to get to know you and your needs better.

Get in touch