• Private Wealth Hub - banner

I have a business and want to secure its future for my family and in a way which creates jobs to spread prosperity further. What are the choices?

With fast moving growth opportunities harder to find and secure, the challenges of building businesses and investing in them throw out different needs and demands. Many of our clients are watching their portfolios and liquidity situations, whilst dealing with family pressures and increased financial demands, as well as the welfare of employees and commercial relationships. This includes the pressures around decisions to make extended family loans or not.

For some business families, the current crisis has raised issues of succession, and the opportunities of transferring assets whilst valuations are low. For others, the situation has meant that the focus is on the future - the plans for the business and the family portfolios and the need for different decision makers. Here, you can put in place a family charter to explain how you wish the family to respond in the future, for example what types of investment and acquisitions you expect them to make, be it philanthropic or purely commercial in their nature; right through to how you wish the family to communicate and behave following any loss of capacity. 

Here are some of the conversations we are having with business owners, management teams, and their families.

Family offices_750

Where do I start? Practical points to consider for a family charter

A family charter is not a legal document but sits alongside the legal documents you will have regarding your assets and business interests.

Find out more
question lightbulb

The Future Fund: FAQs

We address some key FAQs for companies who are exploring whether the Future Fund is suitable for them.

Find out more
Family offices_750

What should I be thinking about with my family business during the pandemic?

Watch Julia Cox provide hints and tips for owners of family businesses

Find out more
Charitable Trusts and Philanthropy_750

Setting up a charitable foundation and sustainable investment

Heather Maizels and Sarah Rowley discuss aspects of philanthropy, including setting up a charitable foundation and sustainable investments

Find out more

Our thinking

  • So the UK tax rules have changed: what does this mean for US people?

    Sangna Chauhan

    Insights

  • Relocation to Portugal: The Portuguese Tax Incentive Regime for Scientific Research and Innovation (NHR 2.0)

    Julia Mauricio

    Quick Reads

  • Bloomberg quotes Piers Master on the suitability of the three-year facility policy designed to attract former UK non-doms

    Piers Master

    In the Press

  • Is the UK the place to be for Americans?

    Owen Chan

    Quick Reads

  • So called ‘Donald Dashers’ crossing the pond to the United Kingdom in droves?

    Paul McCarthy

    Quick Reads

  • Gafencu quotes Vanessa Duff on breakdowns of trust in marriage and the role of prenups

    Vanessa Duff

    In the Press

  • New EU regulations for importing cultural property into the EU – what art collectors need to know

    Suzanne Marriott

    Quick Reads

  • Family Offices and Succession Planning – handing over the reins

    Graeme Kleiner

    Quick Reads

  • eprivateclient quotes Nicola Saccardo and Daniele Mologni on why Italy is an increasingly popular destination for high-net-worth individuals looking to relocate

    Nicola Saccardo

    In the Press

  • "I have finished the court case and I have decided that now is not the right time for you to see your Mum" - Judges writing letters to children could become the norm

    Matt Foster

    Quick Reads

  • The World’s Most Exclusive Gold Card

    Kurt Rademacher

    Quick Reads

  • Pet Ownership and Family Breakdown: Transatlantic Treatment of Pets on Divorce

    Miranda Fisher

    Quick Reads

  • The Financial Times quotes Dominic Lawrance on the complexities of the non-dom tax changes in the Finance Bill

    Dominic Lawrance

    In the Press

  • The Financial Times and The Telegraph quote Catrin Harrison on the growing use of life assurance as a strategy to mitigate against inheritance tax liabilities

    Catrin Harrison

    In the Press

  • The Financial Times quotes Sangna Chauhan on the impact of the abolition of UK non-dom status on her workload

    Sangna Chauhan

    In the Press

  • The Independent quotes Dominic Lawrance on the ‘watering down’ of Labour’s non-dom tax reforms

    Dominic Lawrance

    In the Press

  • They think it’s all over … it is now! Are the changes to non-dom status an own goal against our footballers?

    Joshua Green

    Quick Reads

  • Under my umbr-ETA, ESTA, eh eh… FAO: international visitors to UK from 8 January 2025 – avoid rain and flight anxiety

    Paul McCarthy

    Quick Reads

  • Computer says No - my prediction of UK border chaos on Wednesday 1 January 2025

    Paul McCarthy

    Quick Reads

  • Grégoire Uldry and Alexia Egger Castillo write for Wealth Briefing on relocating to Switzerland and the lump-sum tax regime

    Grégoire Uldry

    In the Press

Back to top