01
Holding structures
Organising ownership of operating businesses, investments and long-term family capital.
Family Office Advisory
Helping families and promoters hold, govern and transition business and investment interests with clear decision rights.
Capabilities
What we advise on.
02
Family governance
Councils, boards, charters and decision rights that survive generational change.
03
Succession planning
Preparing ownership and management transitions before they become urgent.
04
Family arrangements
Documenting understandings between family members clearly enough to be relied upon.
05
Investment activity
Direct investments, fund commitments and co-investments made through family vehicles.
06
Promoter and business boundaries
Separating family interests from company obligations, related-party exposure and disclosure.
07
Liquidity events
Preparing family-held businesses for a sale, listing or external investment.
08
Sensitive situations
Working through disagreement, deadlock or reorganisation with discretion.
When we help
The situations we step into.
A
The next generation is coming in.
Ownership, management responsibility and decision rights need to be set out.
B
Family and business have blurred.
Interests, obligations and money flows need clearer separation and documentation.
C
External capital is being considered.
A sale, investment or listing requires the family structure to stand scrutiny.
D
Family members disagree.
A dispute or deadlock needs resolving without damaging the underlying business.
How we work
Legal advice built around the decision.
- 01
Understand
Start with the business objective, the commercial context and the decision at hand.
- 02
Prioritise
Separate the issues that affect value or execution from those that can be managed.
- 03
Structure
Translate priorities into a clear legal and negotiating framework.
- 04
Execute
Keep documentation, stakeholders and next steps moving towards the outcome.
Connected advice
Problems rarely stay in one practice area.
Talk to us
Have something you need to work through?
Tell us what you're dealing with. We'll help you work out what comes next.
Start a conversation