Family Businesses and Wealth
A great deal of wealth is held within families
As well as advising on estate planning for individuals, we make it our business to get to know your family business, so that we can help you to protect your and your family's wealth.
This may involve:
- Incorporating and operating Family Investment Companies (FIC)
- Buying and settling property into trusts
- Drafting and advising on a wide range of trusts (discretionary, interest in possession, bare)
- Employee ownership trusts (EOT)
- Shared business ownership structures
- Employment law advice (including transfer of employee rights under TUPE)
- Strategic advice for business succession within a family
- Family governance documentation
Get in touch
To take the next step, simply drop us an email or give us a call and we'll be delighted to understand how we will be able to help.
After an initial face-to-face or telephone consultation, we'll work through your needs and objectives in the short and longer term before developing a plan of action. We'll let you know exactly how we can help and which experts will be handling your matter.
Email office@davernpartners.co.uk or call 020 4505 8489