Elegant private library and reading room interior
Private Clients

Helping families structure, govern
and transfer cross-border wealth.

Our Private Client practice supports high-net-worth individuals and families with assets, residency and beneficiaries across multiple jurisdictions, currencies and asset classes. We design and operate the structures and relationships that allow wealth to be held, governed and transferred between generations.

Service areas
9
Mobility programmes
26
Generations served
1–4
Avg. AUM advised
$50M+
The division

Four pillars, one principal director per family.

Family Office & Wealth

Single- and multi-family offices, governance charters, investment policy statements, ongoing operations.

Trusts & Succession

Discretionary trusts, reserved-power structures, Panama and Nevis foundations, generational planning.

Citizenship & Residency

13 CBI programmes, 13 RBI programmes, tax-residency planning. We say no when a programme is wrong.

Private Assets

International mortgages, prime real estate SPVs, gold and bullion custody, crypto custody.

Services

Everything a private client needs from one firm.

Director-led, fixed-fee, written. Discretion is non-negotiable.

Structures

Trusts & Foundations

Discretionary, fixed-interest, purpose, and reserved-power trusts. Panama and Nevis foundations.

  • Asset protection across jurisdictions
  • Civil + common law bridge
From £8,500Details
Structures

Real Estate Structuring

Hold prime real estate through compliant SPVs in tax-efficient jurisdictions.

  • SDLT & inheritance optimised
  • Lender-acceptable structures
From £6,500Details
Banking

Gold & Bullion Storage

Allocated, segregated bullion storage in non-bank vaults across four continents.

  • Off-balance-sheet ownership
  • Insured Lloyd's of London
0.45% p.a. storageDetails
Mobility

Citizenship by Investment

Second passports through 13 government-approved programmes.

  • Visa-free access to 140+ countries
  • Generational citizenship
From $130k govt + £15k advisoryDetails
Mobility

Tax Residency Planning

Establish defensible tax residency in zero-tax jurisdictions. UAE, Monaco, Cayman and more.

  • Statutory residency criteria documented
  • Day-count tracking
From £6,500Details
Funds

Investment Funds

Fund structuring, manager compliance and lifecycle administration across Cayman, BVI, Bahamas, Luxembourg and the UAE.

  • Vehicle structuring across 6+ jurisdictions
  • Independent local directors
From £18,000 set-up · £2,500/mo administrationDetails
Compliance

Fiduciary & Compliance Coordination

Independent directors, AML programme design, economic substance and middle-office coordination for offshore structures, delivered through licensed counterparties.

  • Independent local directors (through licensed providers) in 8 jurisdictions
  • AML / KYC / CDD programme design and oversight
From £1,800/mo per entityDetails
Family

Family Office Advisory

Single- and multi-family office set-up, governance and operations across jurisdictions.

  • Governance charters
  • Custody and reporting
From £45,000Details
Banking

Private Banking Introductions

Warm introductions to tier-one private banks for HNW individuals, families and the operating companies they own. Singapore, Hong Kong, Monaco, Switzerland, London, Liechtenstein, Panama and Andorra.

  • Personal accounts for HNW individuals and families
  • Corporate accounts for operating businesses and holding structures
From £4,500Details
Questions, answered

Private Clients. Common questions.

Most clients sit between £5M and £500M of structured wealth. We take smaller mandates where the matter is well-defined; we take much larger mandates where the family structure is multi-jurisdictional.

A private matter to discuss?

Discretion is the default here, not an upgrade. Ninety minutes with a principal director, modelled against your real tax and succession picture — not a generic template.

Or call a director directly · +852 5161 5505