Family Office Advisory
Drawing on over a decade as principal legal adviser and Chief Legal Officer to single family offices — with sole responsibility for legal budgets and external counsel across jurisdictions — I bring the same general counsel-level judgement, as a solicitor and TEP, to family offices today.
Overview
No two family offices are alike. Some need light-touch support with day-to-day administration; others operate like a company, with investment, accounting, HR, compliance and legal functions of their own. What every family office needs is a legal adviser who understands how it actually runs.
I have advised family offices since 2006, and bring general counsel-level judgement to family offices and their principals — overseeing legal budgets, managing external counsel across jurisdictions, and providing the coordinated, commercially-minded advice usually reserved for in-house legal teams.
My advice is underpinned not only by my experience, but by an MSc in Law and Private Wealth Management, a Postgraduate Diploma in Wealth Management, CLT/STEP International Diplomas in Trust Creation Law and Practice and Trust Administration and Accounts, and an Advanced Certificate in Trust Disputes.
Who do I advise?
- Families establishing a family office for the first time
- Existing family offices seeking ad hoc legal advice on particular issues
- Family offices needing general counsel-level oversight without a full-time hire
- Principals managing legal matters across multiple jurisdictions
How I can help you
General counsel-level support tailored to how your family office operates.
Trust & SPV structuring
Establishing and maintaining trusts and special purpose vehicles that hold family office assets, with sound governance and structures fit for purpose across jurisdictions.
Ad hoc advisory
On-call legal judgement for the day-to-day issues a family office and its principals encounter — from contract queries to employment, property and personal matters — without the delay of instructing new counsel each time.
Legal project management
Managing legal spend and external counsel across multiple jurisdictions, so advice stays consistent, well-managed and cost-effective.
Discuss your matter
Get in touch to arrange an initial consultation on family office advisory.