information Family Office Services - Burges Salmon
information Family Office Services - Burges Salmon
information Family Office Services - Burges Salmon
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<strong>information</strong><br />
Larger clients increasingly manage their wealth through<br />
family offices, to meet their need for financial and<br />
professional services in a coordinated and cost<br />
efficient way. Where required, we participate in the<br />
core wealth structuring function of the family office,<br />
working with the client's accountant, private banker and<br />
agent/commercial director, together to fulfil the role of<br />
the "trusted adviser". There is no one model for the<br />
family office – flexibility is key if that core team of<br />
advisers is to operate effectively and within budget.<br />
With our network of contacts with lawyers and other<br />
professionals in all the major jurisdictions, we are able to<br />
provide a global service.<br />
On occasion, we are asked to replicate the family office<br />
function within <strong>Burges</strong> <strong>Salmon</strong>, either providing the services<br />
ourselves, or coordinating the subcontracting of projects to<br />
suitable specialists.<br />
In other instances, our involvement is more limited, providing<br />
advice only on particular issues or transactions to the family<br />
office. We recognise that it is often appropriate for different<br />
needs to be met by different law firms.<br />
Our charges are based on hourly rates but we are willing to<br />
discuss other fee structures such as fixed or capped rates.<br />
<strong>Services</strong> to family offices include:<br />
Tax Planning, Trusts and Wealth Structuring<br />
� Tax planning strategies to save inheritance tax, capital<br />
gains tax, income tax, VAT and SDLT<br />
� Non-domiciliary tax planning<br />
� UK and cross-border succession planning<br />
� Advice on the use of trusts, partnerships, LLPs and<br />
companies in wealth structuring, including family limited<br />
partnerships<br />
� Drafting family charters<br />
� Philanthropy<br />
<strong>Burges</strong> <strong>Salmon</strong> LLP, One Glass Wharf, Bristol BS2 0ZX<br />
Tel: +44 (0) 117 939 2000 Fax: +44 (0) 117 902 4400<br />
Chancery Exchange, 10 Furnival Street, London EC4A 1AB<br />
Tel: +44 (0) 20 7685 1200 Fax: +44 (0) 20 7685 1266<br />
www.burges-salmon.com<br />
� Tax advice on all property transactions<br />
� Structures for holding art collections, including heritage<br />
property.<br />
Succession<br />
� Dealing with the administration of UK property held by<br />
clients domiciled in other jurisdictions<br />
� Liaison with foreign lawyers, to administer non UK<br />
property held by UK domiciled clients<br />
<strong>Family</strong><br />
� Financial settlements on marriage breakdown<br />
� Re-structuring of family businesses on separation<br />
� Arrangements for children<br />
� Pre and post-marital contracts<br />
� Advice to civil partners and unmarried couples.<br />
Tax compliance and controversy work<br />
� Tax Tribunal work<br />
� Advice on disclosure of tax schemes<br />
� Professional negligence actions<br />
� HMRC investigations and enquiries<br />
Litigation<br />
� Contentious probate and trust litigation, onshore and<br />
offshore<br />
� Variation of trusts<br />
� Property and partnership disputes<br />
� Commercial disputes<br />
Property<br />
<strong>Family</strong> <strong>Office</strong> <strong>Services</strong><br />
� Advice on residential, commercial and agricultural<br />
transactions and lettings<br />
� Realisation of development value, through sales,<br />
options and joint ventures<br />
<strong>Burges</strong> <strong>Salmon</strong> LLP is a Limited Liability Partnership registered in England and Wales (LLP number OC307212) and is regulated by the Solicitors Regulation Authority.<br />
A list of members, all of whom are solicitors, may be inspected at our registered office: One Glass Wharf, Bristol BS2 0ZX.
There are also specialist units that advise on:<br />
� Buying foreign property<br />
� Charities and social enterprise<br />
� Executive remuneration<br />
For further <strong>information</strong>, please contact any of our team<br />
Charles Wyld<br />
Partner<br />
+44(0) 117 902 2773<br />
charles.wyld@burges-salmon.com<br />
Michael Evans<br />
Partner<br />
+44(0) 117 939 2249<br />
michael.evans@burges-salmon.com<br />
John Barnett<br />
Partner<br />
+44(0) 117 902 2753<br />
john.barnett@burges-salmon.com<br />
Jim Aveline<br />
Senior Associate<br />
+44(0) 117 939 2283<br />
jim.aveline@burges-salmon.com<br />
Deborah Carrivick<br />
Senior Associate<br />
+44(0) 117 902 2770<br />
deborah.carrivick@burges-salmon.com<br />
Jane Johnson<br />
Senior Associate<br />
+44(0) 117 902 7707<br />
jane.johnson@burges-salmon.com<br />
� Employment<br />
� Intellectual property<br />
� Corporate issues<br />
© <strong>Burges</strong> <strong>Salmon</strong> LLP 2010. All rights reserved. Extracts may be reproduced with our prior consent, provided that the source is acknowledged.<br />
Tom Hewitt<br />
Partner<br />
+44(0) 117 902 2717<br />
tom.hewitt@burges-salmon.com<br />
Beatrice Puoti-ffiske<br />
Partner<br />
+44(0) 117 902 2765<br />
beatrice.puoti-ffiske@<br />
burges-salmon.com<br />
Martin Mitchell<br />
Partner<br />
+44(0) 117 902 2792<br />
martin.mitchell@burges-salmon.com<br />
Katharina Byrne<br />
Senior Associate<br />
+44(0) 117 307 6889<br />
katharina.byrne@burges-salmon.com<br />
Suzanna Harvey<br />
Senior Associate<br />
+44(0) 117 902 7757<br />
suzanna.harvey@ burges-salmon.com<br />
Disclaimer: This briefing gives general <strong>information</strong> only and is not intended to be an exhaustive statement of the law. Although we have taken care over the <strong>information</strong>, you should not rely on it as legal advice. We do not<br />
accept any liability to anyone who does rely on its content.<br />
Data Protection: Your details are processed and kept securely in accordance with the Data Protection Act 1998. We may use your personal <strong>information</strong> to send <strong>information</strong> to you about our products and services, newsletters<br />
and legal updates; to invite you to our training seminars and other events; and for analysis including generation of marketing reports. To help us keep our database up to date, please let us know if your contact details change<br />
or if you do not want to receive any further marketing material by contacting marketing@burges-salmon.com.<br />
ISM0067 04 11
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