Family Office - Anna Davies Wills & Estate Planning

Family Office

We advise family offices on structuring, governance and succession, ensuring that wealth is preserved, managed, and transferred in line with family values and long‑term objectives. Our approach is collaborative, working alongside investment managers, accountants, and other advisers to deliver solutions.

We understand the sensitive balance between financial efficiency, family dynamics, and discretion. Our advice is always tailored to meet the unique needs of each family.

We can advise you on:

Mitigating inheritance tax through carefully considered strategies that maximise available reliefs and exemptions
Preparing Wills for family members, ensuring compliance with any transfer or succession restrictions put in place by the company and any matrimonial agreements or orders
Advising on the use of trusts and other structures for asset protection and wealth preservation
Succession and tax planning for entrepreneurs and family business owners
Coordinating estate planning across multiple generations, with input from the family office where appropriate
Philanthropy and charitable giving
Advising on, preparing and registering Lasting Powers of Attorney for family members, including LPAs for shareholders of a family business