At Circe Law, we understand that high-net-worth families face unique challenges in managing their wealth, preserving assets, and passing wealth down to the next generation. Our Family Office services are designed to provide a holistic, tailored approach to meet the needs of your family, enabling you to achieve both your financial and personal goals.

What is a Family Office?

A Family Office is a specialised service that provides families with a single point of contact for their wealth management, Estate planning, and administrative needs. By centralising these services, a Family Office can help preserve your family’s legacy, simplify complex financial affairs, and provide ongoing support to address both day-to-day and strategic needs.

Our Family Office Services

At Circe Law, we offer comprehensive Family Office support. Acting as an anchor, we coordinate with your existing financial advisers and other intermediaries (e.g. accountants or property agents), ensuring every decision aligns with your long-term goals. For clients who do not yet have established relationships with advisers, we can make impartial recommendations through our extensive network. This collaborative model is particularly effective for small and medium-sized enterprises (SMEs).

Our Family Office services include:

• Estate Planning and Succession

Helping you ensure a seamless transfer of wealth and assets to future generations, with strategies to mitigate Inheritance Tax and other liabilities.

• Trust Administration

We support you in establishing and managing family Trusts, including acting as Trustees when needed, to protect family wealth and ensure its effective distribution and alignment with your wishes.

• Tax Planning and Compliance

With our tax expertise, we provide proactive guidance to optimise your family’s tax position, including advice on Capital Gains Tax, Inheritance Tax including the application of relevant reliefs.

• Legal Advisory

Our team provides comprehensive legal support, from structuring family-owned businesses and handling real estate transactions to advising on philanthropy and family governance.

Get in Touch

To learn more about our Family Office services or discuss how we can support your family’s unique needs, please contact us to arrange a consultation.