PRIVATE CLIENTS AND FAMILY OFFICES

WE ARE FAMILY

Our high net worth (HNW) and ultra-high net worth (UHNW) clients face increasingly complex challenges in managing, protecting and growing their wealth. With assets frequently held in multiple countries, family members living across different jurisdictions and laws and tax rates constantly changing, we provide and coordinate expert advice to suit the needs of our clients.

Our clients range from first generation entrepreneurs to established multi-generational families, who we advise on core private client services such as tax structuring and compliance, issues of residence and domicile, succession planning, wealth structuring and immigration.

 

Individual clients and their families have always been at the heart of our business and we take great pride in our service designed to meet the needs of the family office model and with that in mind we work closely with family offices, multi-family offices, banks, wealth managers, advisors in other jurisdictions.

 

Our areas of expertise include, but are not limited to, the following:

  • Tax structuring and planning for individuals and their businesses

  • Structuring for non-residents and non-domiciled individuals

  • Immigration

  • Inheritance tax planning

  • Asset protection

  • Advice on ownership of residential, commercial and investment property

  • Asset valuations

  • Dealing with tax enquiries and negotiating settlements with HMRC

  • Tax compliance

  • Charitable foundations and philanthropy

© 2020 Ross Bennet Smith Chartered Accountants

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