Floral image with a green gradient overlay. Family Office services managing wealth and investments for high-net-worth families in the UK.

Family Office service

Russell-Cooke’s Family Office service recognises that families, their wealth and their business interests are inextricably linked. We understand the wide range of legal, financial and emotional issues that families face, especially at times of transition.

About our Family Office services

Comprehensive legal support for families: wealth, business, and legacy

Offering clear, practical advice on anything from wills and pre-nuptial agreements to business and property portfolios via philanthropic aims and reputational issues, Russell-Cooke’s Family Office recognises that families, their wealth and their business interests are inextricably linked.

We understand the wide range of legal, financial and emotional issues that families face, especially at times of transition. With the experience to anticipate challenges before they arise and an empathetic approach to helping individuals and families make informed decisions about their future planning, Russell-Cooke’s Family Office provides families seamless access to the specialist advice they need, when they need it, and helps navigate the difficult conversations that might otherwise lead to conflict.

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Family Office case studies

Each family we work with brings a unique set of circumstances, whether managing the transition of a business, structuring wealth for future generations, or protecting overseas assets. The following case studies illustrate how our Family Office legal team delivers precise, practical advice tailored to these specific needs.

In these examples, you will see how we have assisted a family navigating succession issues in a major IT business, advised on wealth protection strategies for a property group, and supported high-net-worth families in structuring investment portfolios and estate planning. These situations often involve balancing personal priorities with complex regulatory or commercial considerations. Our Family Office services offer solutions that address immediate challenges while safeguarding wealth for the future.

Russell Cooke Family Office Case Studies
News

10.01.2025

Family Office case studies

In these examples, you will see how we have assisted a family navigating succession issues in a major IT business, advised on wealth protection strategies for a...

James Cook, Partner in the Russell-Cooke Solicitors, private client team. James Carroll, Managing Partner in the Russell-Cooke Solicitors, family and children team. Alison Regan, Partner of Russell-Cooke Solicitors and head of the trusts wills estate disputes team. David Webster, Partner in the Russell-Cooke Solicitors, corporate and commercial team. Matthew Garrod, Partner in the Russell-Cooke Solicitors, real estate, planning and construction team. Pippa Garland (1) Matt Bosworth, Partner in the Russell-Cooke Solicitors, regulation and compliance team. Ed Wanambwa, Partner in the Russell-Cooke Solicitors, immigration law team.
Multiple Authors
3 min Read
James Cook, James Carroll, Alison Regan, David Webster, Matthew Garrod, Pippa Garland, Matt Bosworth, Ed Wanambwa

Wealth management and succession

Often working closely with a family's other advisers, we offer guidance on all legal aspects of wealth planning and protection and family relationships.

  • Succession planning – we specialise in everything from wills, powers of attorney and estate administration to trusts and Family Investment Companies.
  • Tax advice – we are able to advise on all areas of tax in relation to wealth and succession planning, including inheritance tax, capital gains tax and stamp duty.
  • Entrepreneurs and family businesses – key areas we offer guidance on include business property relief and entrepreneurs' relief.
  • Cross-border – where assets straddle multiple jurisdictions, we can work with our private international law team and firms in our global network to provide clear, practical advice.
Family Office Succession

Family relationships

For any family, relationship changes will often have significant immediate and long-term consequences – both emotionally and financially. Expert, empathetic advice is vital to ensure you are taking the right course and the process is sensitively and constructively handled.

We have a large team with numerous specialisms. Our services include drawing up pre-nuptial, post-nuptial and cohabitation agreements. We also advise on the end of relationships (whether married or not) and help structure financial settlements.

Other specialisms include advising on family creation – including adoption and surrogacy, our specialist children advisers for arrangements for children after divorce or separation and all issues relating to education, from early years through to university and beyond.

Family Office Family Relationships

Dispute resolution and risk management

We understand that family dynamics and business needs can sometimes can have the potential to cause tension. We have a wealth of experience in providing holistic and practical advice to try to resolve or at least mitigate these tensions.

It may be a disagreement over the way the family trust is being run, challenging the validity of a will or defending an attack on a trustee. We have significant experience in dealing with disputes involving multi-jurisdictional estates and individuals with multiple international connections. Whatever the nature of the dispute, we can help to resolve it in the most sensitive and efficient way, whether through negotiation, mediation or hard-fought litigation. 

We can also advise on asset protection and risk management strategies in conjunction with the larger Family Office team in the context of wealth management and succession planning. This may take the form of stress testing succession plans or trusts.

Family Office Dispute Resolution

Commercial interests

Whether your commercial interests include a family business or stakes in other companies, we can advise on issues such as ownership structures, commercial agreements and corporate transactions.

We are experienced in acting in times of crisis when steps need to be taken to protect commercial interests.

Shareholder, partnership and joint venture agreements

Real estate

Whether it be in relation to a specific transaction or providing strategic advice, our leading real estate team has extensive experience dealing with family offices and their real estate portfolios. Our services range from simple conveyancing to managing the family estate and developing your investment portfolio.

Our expertise is in all areas of property law including acquisitions and disposals, development, planning and construction, investment, landlord and tenant, property management and property finance. We also deal with sale and purchase of high value residential properties and landed estates.

Blocks of modern residential flats with a blue sky. I own a flat in a development.  My landlord has sent me a service charge bill for thousands of pounds.  I have no idea what it’s for and have not been given any information about this.  I have asked for more details but the charges are now due.  Can I simply refuse to pay?

Philanthropy

We work with individual philanthropists, families and businesses who want to use their wealth to help others and create a better world. We can assist you to structure your charitable giving in line with your values and support the causes you care about. This might mean creating your own foundation, donating to a particular cause or an existing charity, or leaving a legacy in your Will.

Philanthropy law

Reputation management

The past year has emphasised the fast changing society that we all, from individual through to multinational corporate organisations, inhabit and how hard earned reputations can be damaged through the spread of misinformation or others seeking to exploit perceived weaknesses about you or your business.

Reputation management

Immigration law

Our immigration team is adept in assisting all matters contentious and non-contentious. This ranges from assistance on all manner of specialist visa applications, citizenship applications and the support of businesses in terms of the sponsorship regime and compliance issues. The team can also assist in liaison with the Home Office, to include the full range of appeal or judicial review applications.

Family Office Immigration

Get in touch

If you would like to speak with a member of the team you can contact our family office solicitors by email or by telephone on +44 (0)20 3826 7550.

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Generation Game report and blog series

The great wealth transfer and the outlook for families. Welcome to our Family Office Generation Game report and blog series. 

Family Office articles

News and insights from our lawyers

News

10.01.2025

Family Office case studies

In these examples, you will see how we have assisted a family navigating succession issues in a major IT business, advised on wealth protection strategies for a...
James Cook, Partner in the Russell-Cooke Solicitors, private client team. James Carroll, Managing Partner in the Russell-Cooke Solicitors, family and children team. Alison Regan, Partner of Russell-Cooke Solicitors and head of the trusts wills estate disputes team. David Webster, Partner in the Russell-Cooke Solicitors, corporate and commercial team. Matthew Garrod, Partner in the Russell-Cooke Solicitors, real estate, planning and construction team. Pippa Garland (1) Matt Bosworth, Partner in the Russell-Cooke Solicitors, regulation and compliance team. Ed Wanambwa, Partner in the Russell-Cooke Solicitors, immigration law team.
Multiple Authors
3 min Read
James Cook, James Carroll, Alison Regan, David Webster, Matthew Garrod, Pippa Garland, Matt Bosworth, Ed Wanambwa
News

14.10.2024

Russell-Cooke maintains position as Top Law Firm in Family and Private Client categories

Russell-Cooke’s family and children and private client teams have again been recommended in eprivateclient’s annual...
James Cook, Partner in the Russell-Cooke Solicitors, private client team. Kate Hamilton, Partner in the Russell-Cooke Solicitors, family and children team.
Multiple Authors
1 min Read
James Cook, Kate Hamilton
News

13.05.2024

Russell-Cooke welcomes second family law partner this year

Rachel specialises in all aspects of family law, with a particular emphasis on high value financial disputes arising from relationship...
Hannah Field, Partner in the Russell-Cooke Solicitors, family and children team. Rachel Donald, partner in the Russell-Cooke family team.
Multiple Authors
2 min Read
Hannah Field, Rachel Donald
View all News & Insights

Family Office brochure

Providing clear practical and personalised advice for all your family and business needs.