Family Investment Companies
Are you looking for a robust and tax-efficient way to manage intergenerational governance and succession planning?
Family investment companies, or family wealth companies, are companies which are established purely to manage the private wealth of a particular family. The shareholders of the company are family members, and the directors are usually also family members but may also include outside advisers.
A Family Investment Company can:
- Provide a familiar vehicle for holding wealth and for ensuring its governance in line with agreed principles
- Allow for different share classes to allow different family members to have different rights to income or capital, and voting rights
- Restrict the transfer of shares outside the family
- Offer a higher degree of control to adult family members
- Provide some protection in divorce cases
Our team of experts provide services to families wishing to establish a Family Investment Companies
- Legal and tax advice provided through our SRA regulated law firm
- Incorporation
- Corporate Secretarial Services
- Maintain formal company records and file statutory returns
- Accounting and tax return compliance
- Consolidate reporting of assets in customised formats to meet the requirements of a family member
Our Family Investment Companies Team
Stuart McLuckie
Sue Wakefield
Roger Peacock
Laura Tommis
