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Sophisticated counsel for HNWIs, UHNWIs, family offices and multigenerational families — preservation, structuring and intergenerational transfer of wealth.
Why this matters
Significant wealth is lost in transition, not in market cycles.
Most multigenerational wealth dissipates in transfer — through poor succession planning, family disputes, fragmented ownership and inefficient transfer mechanisms. The firm helps families establish durable legal frameworks that protect assets, preserve harmony, ensure business continuity and secure legacies across generations.
— Private wealth bench
Services
Mandates are partner-led from intake, with senior continuity throughout. Private wealth files do not rotate.
Phase 01
Living trusts
Creation and administration of revocable and irrevocable trusts.
Trust governance
Trustee, protector and beneficiary mechanics that hold across decades.
Trust restructuring
Optimisation of existing trust structures.
Wills, probate & estate administration
Drafting, probate applications and beneficiary protection.
Phase 02
Asset protection structures
Wealth preservation against creditor, counterparty and matrimonial claims.
Intergenerational transfer
Tax-efficient and dispute-resistant transfer to the next generation.
Business succession
Founder transition, shareholding continuity and key-person planning.
Cross-border wealth planning
International asset structuring and cross-border succession.
Phase 03
Family office establishment
Structure, governance and operational design.
Family constitutions
Written family charters that resolve disputes before they happen.
Family council structures
Governance bodies for multigenerational decision-making.
Philanthropy & legacy institutions
Charitable trusts, foundations and endowment structures.
Dispute prevention mechanisms
Internal ADR and decision protocols built into the constitution.
Approach
Four steps. Click any one to see the artifacts produced.
Step 01 · Artifacts
Step 02 · Artifacts
Step 03 · Artifacts
Step 04 · Artifacts
Who we represent
A representative — not exhaustive — list of the clients the firm accepts mandates from under private wealth & legacy.
What success looks like
01
Structures that move assets across generations without litigation.
02
Constitutions and council mechanics that resolve disputes inside the family.
03
Succession that holds the operating businesses together.
04
Foundations and trusts that outlive the founder, with governance to match.
Bench on this matter
Private wealth files do not rotate. The intake partner stays with the family across years and generations.
Senior partner · private wealth
Leads private wealth mandates for HNWI families, founders and family offices — trust structuring, governance and succession.
Partner · trusts & succession
Trust drafting, probate, family constitutions and intergenerational planning.
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