Our Private Clients expertise

Many of our clients and their families have been with the firm for several generations. As a result of these longstanding and deep client relationships, we understand the unique pressures and sensitivities that may surround a family business. Our emphasis on getting to know our clients exceptionally well, together with our practical and discreet approach to their evolving requirements, ensures that you can rely on us in the long term to play a proactive part in achieving your business, family and legacy goals.

We advise on all aspects of estate, governance, succession and tax planning, working closely with the family and your other strategic advisers. When a key individual in the family dies, this often means important changes for a family business. With an expert understanding of the interplay between the estate, the business and the family’s existing wealth management structures, we can help your family keep the business running smoothly at a difficult time.