Family Office Services – Case Studies

Intermediary Support – Case Study 1

 

A family office intermediary referred to us a UK-resident client he had worked with for many years, who operated a significant offshore real estate fund structure …

Intermediary Support – Case Study 2

 

A Private Banking intermediary approached us as they had a High Net Worth UK resident but non-UK domiciled client in his mid-50s, who wanted to know …

Company Secretarial – Case Study 1

 

A non-UK domiciled High Net Worth client approached us for tax advice on establishing a Family Investment Company in the run up to the changes to the long-term …

Structuring & Fiduciary Services – Case Study 1

 

A Private Banking intermediary approached us for assistance with the offshore structuring needs for a non-UK resident Ultra High Net Worth client he acted for …

Structuring & Fiduciary Services – Case Study 2

 

A non-UK domiciled High Net Worth client that we provide tax compliance services to asked for our help in relation to his pension planning …