Family Offices

Establishing a Family Office begins with a clear vision and strategic planning. Our team works closely with its clients to define their mission, values, and objectives. We help articulate a strategic plan that aligns with our client's aspirations, ensuring that the Family Office is structured to support both current and future generations.

Choosing the right legal structure is crucial for the effective management and preservation of family wealth. Fieldfisher’s expertise spans across various legal entities, including trusts, foundations, and corporate structures. We provide tailored advice on the most suitable structures to ensure optimal governance, tax efficiency, and asset protection. Our goal is to create a robust legal framework that supports your financial and philanthropic objectives.

Our Funds Team specialises in advising Family Offices on the creation and management of investment funds. We offer expert guidance on fund structuring, regulatory compliance, and fund management, enabling Family Offices to optimise their investment strategies and achieve their financial goals.

Succession planning is a critical component of Family Office management. We assist our clients in developing comprehensive succession plans that facilitate the smooth transition of wealth and leadership across generations. Our services include drafting wills, setting up trusts, and advising on family governance structures. We aim to preserve family harmony and ensure that the family’s legacy and reputation is protected for future generations.

Navigating the regulatory environment is a critical aspect of managing a Family Office. We provide essential support, helping Family Offices comply with local and international regulations. Our services include regulatory compliance, licensing and registration and risk management, ensuring that Family Offices operate within the bounds of the law while mitigating potential risks.

Philanthropy is often a key focus for our clients. Fieldfisher provides expert advice on the establishment and management of charitable foundations and other philanthropic initiatives. We help our clients develop effective giving strategies that align with their values and objectives, ensuring that their philanthropic efforts have a lasting impact.

Environmental, Social, and Governance (ESG) factors are increasingly important for Family Offices. Fieldfisher provides expert guidance on integrating ESG considerations into your Family Office’s strategy. We help families develop sustainable investment policies, implement responsible governance practices, and engage in impactful social initiatives. Our goal is to ensure that your Family Office not only achieves financial success but also contributes positively to society and the environment.

Effective financial management and informed investment strategies are at the heart of every successful Family Office. Our team seamlessly collaborate to provide legal support for integrated wealth management and investment advisory services. We offer guidance on developing and implementing investment strategies that align with your risk tolerance and financial goals. Our multidisciplinary approach ensures that all aspects of wealth management are considered, from asset allocation to risk management. Our expertise in investment strategy, mergers and acquisitions, det financing and corporate compliance ensures that Family Offices can navigate the complexities of the financial landscape with confidence and agility.

Our Banking and Finance team assists a number of Family Offices in establishing and managing relationships with financial institutions, advising on financing solutions, and documenting secured debt finance facilities for the Family Office itself and for existing companies in the Family Office's portfolio as well as target companies. 

Effective governance is essential for the smooth operation of a Family Office. We assist Family Offices in developing robust governance structures that promote transparency, accountability, and effective decision-making. Our services include drafting constitutional framework documents, setting up management structures, and advising on dispute resolution mechanisms.

We also understand that attracting and retaining top talent is crucial for the success of any Family Office, which is why our Employment Team provides comprehensive services, including the drafting and reviewing of employment contracts, implementing employee benefit programs, and resolving employment disputes, ensuing that you have the human resources support you need in order to thrive.