Over time a family’s holding structure evolves in response to their activities, changes in legislation and advice from their professional advisers.  The result can be that simple and straightforward arrangements can morph into a complex, interwoven web of entities which may, or may not, continue to protect the best interests of the family and their assets.  Worse still, the structures may not retain their legal and fiscal integrity, thereby exposing the family to significant risks.

We support families and work collaboratively with their family offices and trustees by conducting independent reviews of their asset holding structures.  The outcome of our review will be a series of recommendations that we can then help to implement following discussions with our clients and their trustees.