Experienced Family Office advisors
Blake Morgan provide trusted support and advice to UK-based and non-resident family offices. We work with our clients to establish a shared purpose for their family office and provide advice on set-up, on-going management and particular challenges that arise. Some clients may have an embedded family office to which we provide advice; and other clients prefer us to take the lead coordinating the expertise available within Blake Morgan, and to collaborate with their existing intermediaries and advisors.
Main Areas Of Practice
Wealth and complexity can dictate the needs of a Family Office. You may be reviewing your Family Office or planning to establish one.
A Family Office is no one specific structure. We can help identify the needs of your Family Office for ownership and decision-making.
The family business
Key to most Family Offices is a successful family business. We can provide the advice you need whether in the wealth creation or wealth preservation phase.
Operational and strategic risk needs to be considered and understood within every Family Office. We can assist in governance and regulatory compliance.
Inheritance Tax and succession planning
With the complexities of family businesses and multiple generations, we provide the necessary tax and succession planning advice to understand your options and the impact on family wealth.
International cross-border advice
We partner with your own advisors and connections via our international network (TAG Law) and take a collaborative approach to provide the advice you need.
If things go wrong, we can identify the strategies for resolving disputes whether with employees, family members or third parties.
Our private client team can call on the expertise of our colleagues in Corporate, Dispute Resolution, Employment, Family, Immigration and Real Estate.
Our Private Client team provide trusted support and advice to UK-based and non-resident Family Offices. Whether first generation or established long-standing clients, we enjoy a close relationship that often leads to recommendations and referrals.
Working with a UK/Swiss Family Office to conduct an audit and manage the transition of their in-house team to create a structure more suited to their present situation.
Acting for a multi-Family Office with UK/Off-shore interests in Asia and Europe.
Responding to the varied needs of a South-American Family Office in supporting the next generation to establish their own family company with investments and assets in a number of jurisdictions.
Awards, Accolades & Accreditations
Representatives from each of the Blake Morgan family team's, including Rachel Giles and James Davies recently attended Resolution's 30th National Conference, which was billed as the highlight of the family...Read More