Ashley primarily advises on personal capital ownership and operating business structures. He is also frequently called upon to advise on the tax and design aspects of potential new personal holding structures as business and family ownership interests change, along with the increasing regulatory and compliance environment.
Ashley mainly advises individual Principals and their single family offices on their international set-up and operational structures, in particular in relation to achieving their investment, philanthropic, personal legacy and succession planning objectives and solutions. Ashley’s specialist advisory and planning practice covers multiple jurisdictions and asset classes and their complex closely-held capital and bespoke personal control structures.
Ashley is based in the London office and liaises closely with the firm’s Luxembourg, Paris, Swiss, Middle East and Hong Kong offices that also provide a wide professional jurisdictional reach in order to formulate innovative solutions and further choice and flexibility for his clients and their combined personal, business and philanthropic needs.
- Setting up new wealth holding structure, including a family office, for an Asian family with ongoing monitoring for compliance and tax efficiency for a growing portfolio of direct investments.
- Advising on the choice of structures and corporate tax for a family owned international business, with ongoing advice in relation to acquisition strategy, and overall tax implications.
- Working with family offices, wealth managers, and private equity funds on choice of structures for deals and investments to balance complex manager, debt and equity interests, and exit needs.