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Family Offices

The increasingly complex needs of multi-jurisdictional and multi-generational families are now often being managed by family offices established in the UK and elsewhere around the world. The decision to manage wealth through a family office raises many issues, including deciding how to structure the ownership, defining the scope of services and considering the related tax and regulatory issues in each relevant jurisdiction.

Our approach is practical, solutions-oriented and innovative and we can offer a single point of contact for all legal needs, both domestic and international.

Our services include:

  • establishment of family offices;
  • governance and regulatory advice;
  • tax planning;
  • investment funds and investment management;
  • alignment and incentivisation;
  • succession planning;
  • philanthropy;
  • dispute resolution;
  • business transactions;
  • asset protection;
  • employment advice; and
  • immigration advice.

Recent work

Multi-family office

Advising in relation to the formation of a multi-family office for two families who had decided to pool their investments. This included advice in relation to the regulatory aspects, creation of an in-house hedge fund, recruitment of a team of investment professionals from a major international bank and advice in relation to executive incentivisation.

Family office review

Acting as a sole advisor to the family office for an Indian family with assets of significant value. Our role included a general review of the principal asset-holding structure, UK tax review of property and business asset structures in the UK and advising on a new asset management vehicle.

Cross-jurisdictional family office advice

Advising on the legal and governance issues for a UK family with family offices in London and Switzerland.

Family office creation

Assisting a non-resident Indian family with substantial retained business interests in India in creating a family office to help coordinate their diverse tax statuses and the family’s asset holding structures.

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Charles Gothard

 Partner
+44 (0)20 7849 2770 Email Charles

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"[Macfarlanes] bridges corporate, private capital and private wealth very well."

Chambers HNW 2021

"Even though they're one firm just based in London, their connections extend around the world. They don't just say it, they do it. They are capable of handling matters with vast assets and legal requirements."

Chambers HNW 2021

"Macfarlanes are exceptional in the London private client market. They are one of my go-to firms in London."

Chambers HNW 2023

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