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Family offices

Market leading private wealth lawyers providing tailored legal advice to onshore and offshore, single and multi-family offices to help you manage, grow and protect your wealth.

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We understand these intricacies, so our approach ensures that we understand precisely what is important to your family. Then, drawing on the substantial experience of our multi-disciplinary private wealth team, we’ll find the best solutions for your family.

Our specialist legal expertise includes wealth planning, governance solutions and succession planning, and encompasses both onshore and offshore, single and multi-family offices.

What sets us apart is how we support family offices through each stage of their lifecycle, from establishment and structuring, regulatory and compliance advice to estate planning and making investments.

As a full-service law firm, our services encompass advice on all aspects of trust and estate planning, tax advisory, charity and philanthropy, corporate and M&A, real estate and incentives, together with sector expertise in areas affecting family offices, including ESG and Net Zero.

Services

Establishing and structuring a family office

Advising on all aspects of establishing and structuring a family office, including jurisdiction selection for cross border estate planning and asset protection.

Regulation and compliance arrangements

Advising on creating a workable charter reflecting the family’s views; reviewing and updating family charters and governance arrangements.

Tax and estate planning

Advising on tax matters and inheritance tax reliefs, the use of trusts and how to deal with succession issues.

Family relations

Supporting with pre- and post-nuptial agreements and the effectiveness of asset holding structures.

Employment and incentives

Providing immigration, employment and incentives advice as your family office grows.

Making investments

Advising on acquisitions and investments, sales and restructurings of business assets and real estate, and providing banking support on debt finance.

Charity and philanthropy

Establishing charitable entities and vehicles and advising on international philanthropic activities.

Examples of our work

KIRKBI

Advising KIRKBI, the Danish-based holding and investment company of the Kirk Kristiansen family, on its investment into Highview Power’s multi-billion-pound clean energy storage programme.

Pula Investments

Advising Pula Investments Ltd, the family office of Stephen Lansdown CBE, on its investment into PTI Smarter VenAdvues.

Charitable foundation establishment

Advising a British individual on creating a £100 million charity, focusing on tax-efficient structuring and timing.

Tax structuring

Guiding an Asian family office on UK tax efficiency for trust structures and compliance obligations.

Start-up investments and growth

Advising a UK family office on start-up investments and implementing a growth share scheme for management.

Real estate investment

Advising a family office on the purchase of a London residential property in Hampstead.

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What others say

“My experience with Burges Salmon over more than 20 years has been one of close attention to client needs, diligence in trying to understand clients personally in order to tailor their legal advice and a high level of technical expertise.”

Legal 500 UK 2025

“The team are fantastic and show real empathy towards their clients. They are approachable, collegiate and very knowledgeable.”

Legal 500 UK 2024

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