Approved Legal firms, Druces, Fladgate, JMBM, Meyer Avocats, Wedlake Bell and Withers are listed below in alphabetical order.
Druces LLP is a City of London-based business and private wealth law firm. Our services are designed to help individuals and family offices, who require advice in connection with their UK and international interests.
We specialise in securing low profile successful outcomes for high profile families and their interests.
Our advice has included working with individuals and families to structure their personal and collective international and UK affairs in the most tax efficient ways possible, including advising on all associated corporate structuring. We advise on all issues connected to employing staff and being employed in the UK and can advise on all immigration aspects of moving to and residing in the UK.
We are also well known for advising families on all issues relating to their UK real estate portfolios, whether residential, commercial or purely investment property and we regularly structure families’ business affairs in the UK, advising on the most appropriate and tax efficient vehicles, according to their circumstances. Our property credentials include pioneering investment through syndication over 25 years ago and acting on the first ever REIT conversion to be listed on the Channel Islands Stock Exchange.
Simon Bomford, Client Services Manager, Family Office Team
T: +44 (0)20 7216 5539
A: Druces LLP, Salisbury House, London Wall, London EC2M 5PS.
The dynamics of family wealth have changed in recent years as families have become more culturally diverse and more geographically spread out. At the same time, the rules governing wealth transfer, particularly in relation to tax, have grown in complexity and disputes over family wealth have increased.
From our base in central London, Fladgate helps a wide range of private clients to realise their goals and protect and preserve their assets. We are proud of our reputation for commercial pragmatism in tackling complex and time-critical matters. Our driving purpose is to use our legal and business expertise to address the diverse challenges our clients face quickly, efficiently and at sensible cost.
When we describe our approach as partner-led, we mean it. We provide an expert, personalised service in which our partners, many of them leaders in their fields, have a very high degree of engagement. We find this approach delivers clear advantages to our clients and helps us to build and maintain stronger, closer relationships.
Our private wealth team specialises in advising on all aspects of wealth structuring and wealth transfer. We support family offices, families, entrepreneurs and property owners, both in the UK and internationally, in identifying and then implementing the arrangements that best suit their individual needs. We have particular strength in explaining to and supporting our clients with the tax planning implications of wealth planning, including structuring the purchase of UK real estate.
We are well placed to assist individuals who, through their wealth or family connections, have links to the UK or who are moving to or from the UK and need advice on immigration (including investor and entrepreneur visas), family and matrimonial matters.
In response to the prevalence of disputes over family wealth, we provide strategic advice to trustees, executors and attorneys on how to manage and execute their duties, responsibilities and relations with beneficiaries. We are also able to advise on reputation management matters and have been involved in some of the most significant defamation cases in the UK.
Our private wealth team works closely with specialists across the firm, and particularly within our family law, dispute resolution and real estate teams, to deliver a highly personalised and partner-led service.
Matthew Bennett, Private Wealth, firstname.lastname@example.org, +44 (0)20 3036 7331
Helena Luckhurst, Private Wealth, email@example.com, +44 (0)20 3036 7369
Sarah Gogan, Immigration, firstname.lastname@example.org, +44 (0)20 3036 7356
Mythily Katsaris, Luxury Assets, email@example.com, +44 (0)20 3036 7312
Teresa Cullen, Family & Matrimonial, firstname.lastname@example.org, +44 (0)20 3036 7348
Daniel Rubie, Residential Real Estate, email@example.com, +44 (0)20 3036 7239
Charles Wander, Family Businesses, firstname.lastname@example.org, +44 (0)20 3036 7344
Simon Ekins, Trust Disputes, email@example.com, +44 (0)20 3036 7264
Fladgate LLP | 16 Great Queen Street | London WC2B 5DG | www.fladgate.com
The Family Office Group at Jeffer Mangels Butler & Mitchell LLP offers a comprehensive and unique approach to serving family offices, whether they are comprised of one or 150 employees and whether they serve one or many generations.
Our California-based law firm has an affiliation of about 5,000 lawyers in over 120 cities around the globe, and we therefore can handle any matter of concern to high-net worth persons anywhere in the world. We serve as outside general counsel, collaborating with family office executives (including inside counsel), directly handling a wide variety of projects and supervising the work of others - lawyers in other firms and non-lawyers alike - to provide our clients with a seamless result.
We can help with pre-liquidity tax, estate and corporate planning, form family offices, handle the full range of legal needs that come with family-owned businesses, and provide counsel that helps protect assets and family wealth (we have a robust trusts and estates practice which includes pre- and post-nuptial agreements). Our goal is to efficiently, economically and expeditiously accomplish whatever our clients need - whether the project requires a single, well-placed phone call, or a comprehensive suite of professional services. We are always within reach and respond whenever, and however, you need.
For further information, contact Timothy Lappen, the Chairman of JMBM's Family Office Group:
Meyer Avocats is a leading law firm based in Geneva (Switzerland), specialising in business aviation and superyachts.
The firm engages its skills for the benefit of aircraft operators and owners, AOC holders, maintenance and aviation training organisations, aerodrome operators, pilots, banks, insurance companies, travel agencies and any other companies and individuals active in commercial and general aviation. Meyer Avocats represents and assists superyacht owners, superyachts brokers, superyachts management companies, naval architects and designers, insurance companies and brokers, captains and superyachts crew.
The members of Meyer Avocats acquired their expertise with leading Swiss and international law firms and government entities. They regularly attend conferences and universities as guest speakers in respect of the legal aspects of business aviation, including the acquisition and financing of aircraft.
Meyer Avocats has just been ranked in the top 3 Legal 500 aviation law firms in Switzerland for 2014 and was listed as a leading aviation law firm in Euromoney aviation expert 2013.
For further information, contact Anouch Sedef, Partner:
Telephone: +41 22 718 80 00
Wedlake Bell understands the sensitivities and dynamics of families and the complex, often global, nature of the challenges that can face family offices.
We regard a deep understanding of our client's operations, aspirations, ethos and approach to business and wealth management as essential, as only this allows us to establish the long term relationship of trust that is the hallmark of our firm. We deliver the advice that you need clearly and with the minimum of fuss; filtering out and managing the mundane and helping clients to focus and deal with what is important. That is why we have been able to help our clients to create, preserve and grow their businesses and wealth, generation after generation.
At any given time we may be helping our clients to minimise their tax, navigate the regulatory minefield, make investments or strategic corporate acquisitions, buy or sell property, set up fund structures, raise bank or debt finance, hire and incentivise employees, fight and resolve an international dispute, protect a brand or reputation or confidential information or plan for succession. We have teams of experts in all these areas, and more besides, that can deal with any commercial or personal law issue that a family office could face in this era of increasing specialisation.
However, we promise that there will always be one key partner involved who will have knowledge of your affairs (often gathered over a period of years) and all the matters that we are advising you on, so that the bigger picture is always kept in mind. The partner that you meet at the outset will be the partner that handles your relationship with the firm, will always be available to you and will ensure the seamless delivery of all your legal requirements.
Whilst the family office community is a key focus for us, we have very broad specialist experience in acting for a host of other clients, from serial entrepreneurs and tech start-ups, to companies listing on the capital markets, property funds, banks and other financial institutions. We know how the counterparties that you may deal with think and operate. This breadth of experience allows us to formulate the innovative, joined-up and flexible legal solutions that we pride ourselves on delivering.
We are an English law firm, but our outlook and client base is truly international. We deal with matters across the globe, from the US, Europe, Australia, the Middle East, the Indian sub-continent and China and the Far East. We work closely with like-minded-firms in all these jurisdictions via an international network which we founded. However, we retain our independence so that we can find the firm best suited to deal with the matter at hand.
Our charging structures are transparent and we endeavour to offer a choice as to how we charge, including retainer arrangements, fixed fees and blended rates depending on the scale of work that you require.
For more information or if you would like to meet with us, please contact any of:
Emma Loveday, Partner: T: +44 (0) 20 7395 3154 / E: firstname.lastname@example.org
Rosalyn Breedy, Partner: T: +44 (0) 20 7406 1629 / E: email@example.com
Camilla Wallace, Partner: T: +44 (0) 20 7406 1678 / E: firstname.lastname@example.org
Claire Nelson, Partner: T: +44 (0) 20 7406 1606 / E: email@example.com
Address: Wedlake Bell LLP, 52 Bedford Row, London, WC1R 4LR
Withers is the global law firm dedicated to serving the family, personal, business and philanthropic needs of successful people. Having clients with global businesses and personal interests, means we understand the patterns of wealth generation and its international distribution.
We have built our reputation over generations by acting for individual clients, and this remains a cornerstone of our work in the family office practice. Grounded in a long-term approach to client relationships, our commitment has resulted in us representing families for multiple generations. We aim to help individual family members, and the family as a whole, maximise tax savings and take advantage of opportunities to consolidate and grow their wealth.
We realise that clients need holistic advice to address the spectrum of issues they face, so our professionals combine knowledge and experience in corporate structuring, succession planning and cross-border migration, as well as more traditional corporate, tax, finance, family, dispute resolution and wealth planning capabilities.
Our continued research and relationship with family offices similar to yours, help us shape and develop the advice we are able to provide. Withers report – The Meaning of Wealth in the 21st Century was the result of in-depth discussions with families in our clients' sphere and analysis of the attitudes of 4,500 wealthy individuals. We interviewed members of multi-millionaire and billionaire families in the US, Europe and Asia, speaking to a range from first generation founders to sixth generation successors. The results of this research provided fascinating insight into the changing dynamics of family wealth between generations and continents.
Our clients’ interests span 80 countries and the firm represents 42% of the top 100 UK “Sunday Times Rich List” as well as a significant number of people listed in the US (Forbes Rich List) and Asian (Hurun Global Rich List).
We have offices in London, Milan, Geneva, Zurich, New York, Greenwich, New Haven, San Francisco, Hong Kong, Singapore, Sydney, Tokyo and BVI.
For further information please contact:
Penelope Williams: firstname.lastname@example.org
+44 (0) 207 597 6093
Charlie Tee: email@example.com
+44 (0) 207 597 6513
Stephen Ross: firstname.lastname@example.org
+44 (0) 207 597 6172