We work with both established and virtual family offices supporting HNW and UHNW families with complex, often international, affairs. Whether we are acting as the in-house tax function, collaborating with existing advisers, or forming part of a broader virtual family office, our role is always focused on simplifying complexity, protecting family wealth, and unlocking strategic opportunity.

We understand the intricacies that come with managing private capital—especially where global footprints, cross-border structures, and evolving family dynamics intersect. We advise on governance, structuring, and succession planning, ensuring your family’s tax affairs are aligned with its long-term goals.

Our tax advisory services are tailored to the needs of family offices and their principals. We support on UK residence and domicile, trusts (UK and overseas), family investment companies and partnerships, estate and inheritance planning, and the design and implementation of family office structures. We also offer global tax coordination and work seamlessly with overseas advisers and asset managers to ensure cohesion across jurisdictions.

Our insight is deeply practical and commercially grounded. Whether your focus is tax-efficient property investment, business succession, or structuring family governance, we bring deep expertise and a long-term perspective.

And when tax investigations or disputes arise, we offer reassurance and expertise. Our team is experienced in handling COP9, COP8, and other HMRC disputes—delivering calm, strategic resolution at times of pressure.

Explore our family-focused services