Legal Services for Family Offices
Strategic Legal Guidance for Trustees & Family Offices
At Payne Hicks Beach, we have centuries of experience advising high-net-worth families, Trustees, and Family Offices which uniquely positions us to deliver strategic legal advice in today’s complex global landscape.
Expertise in Fiduciary Structuring & Governance
We provide sophisticated advice on the structuring, administration, and governance of fiduciary arrangements, with a focus on long-term wealth preservation and intergenerational succession planning.
Navigating Fiduciary Responsibilities
Trustees and Family Offices have significant fiduciary responsibilities, including:
- Managing complex tax and succession matters
- Ensuring regulatory compliance
- Responding to global disclosure regimes such as the Common Reporting Standard (CRS)
Our team helps clients meet these obligations while safeguarding the legitimate privacy expectations of families.
Tax-Efficient Structures & Global Compliance
We assist in the creation and restructuring of trust and fiduciary structures, ensuring they remain robust and tax-efficient amidst evolving UK and international tax frameworks.
Comprehensive Family Office Support
Acting as a Family Office — whether for a single family or across multiple branches — requires exceptional diligence and trust. We offer end-to-end support in:
- Structuring investments
- Governance frameworks
- Family dynamics and succession
Building Legacy Through Bespoke Planning
Our long-term approach includes drafting custom Family Constitutions and succession plans to promote continuity and cohesion across generations. We are committed to helping Family Offices safeguard and grow the legacies entrusted to them.
