Service 02 · Private Wealth
Family Offices & Private Capital
Coherence, discretion and continuity across generations and regimes.
Family capital operates across jurisdictions, generations and regulatory regimes. Our work is engaged where coherence, discretion and continuity matter — and where the structural decisions taken today will be tested under transparency, succession and regulatory regimes not yet fully formed.
SFO Structural Framework
Establishment & Incentives
- Section 13O / 13U positioning
- Residency & substance narrative
- Pillar Two minimum tax interaction
Portfolio Efficiency
- Fund vehicle rationalisation
- Treaty access & WHT optimisation
- Co-investment holding platforms
Generational Continuity
- Succession & family constitution
- FATCA / CRS 2.0 / CARF readiness
- Philanthropic trust governance
Single-Family Offices (SFOs)
The priority is continuity across generations and regimes. Frameworks designed today must remain resilient to regulatory change and efficient for the families they serve.
We also support family office establishment end-to-end, in coordination with legal counsel, trustees and operational service providers.
Platform Establishment & Positioning
- SFO establishment, structuring and incentive regime positioning (including 13O / 13U).
- Residency, “centre of gravity” and substance narrative alignment.
- Pillar Two / minimum tax interaction with incentive frameworks.
Investment & Operational Efficiency
- Fund and investment vehicle structuring, rationalisation and tax efficiency.
- Cross-border investment and holding platform design.
- Withholding tax and treaty access optimisation across portfolio flows.
Long-Term Governance & Transition
- Succession architecture: generational transfer, family constitution alignment and estate planning.
- Tax governance policy design and periodic tax function health checks.
- Transparency regime readiness (FATCA, CRS, CRS 2.0, CARF).
- Pre-liquidity and exit structuring for concentrated positions.
- Philanthropic vehicle design and tax-efficient giving frameworks.
Multi-Family Offices (MFOs)
The priority is institutional standardisation and scalable advisory infrastructure.
Client & Structuring Standards
- • Client and entity classification policy design.
- • Investment structuring standards across portfolios.
- • Operating model and onboarding tax workflows.
Reporting & Risk Management
- • Cross-client reporting and WHT recovery.
- • Transparency readiness frameworks (CRS 2.0).
- • Risk heat-mapping across legacy structures.
HNWI & Principal Advisory
The priority is personal. Institutions carry reporting obligations. Exposure ultimately rests with individuals.
Residency & Structural Planning
- Residency planning, relocation structuring and TIN coverage validation.
- Holding structures requiring refresh for substance or efficiency.
- Pre-transaction and liquidity event structuring.
Portfolio & Cross-Border Alignment
- Digital asset and alternative investment exposure with emerging rules.
- Family office platform coherence across tax and succession.
- Cross-border employment and equity participation arrangements.
Discretion and clarity remain central.
Arrange a Confidential Discussion
Direct partner-level advice on private wealth, succession, and family platforms.