Avancier Legal | Family Office

Incorporation & Establishment

Assist with establishment of single-family or multi-family office structure(s).
Advise and assist with governance framework for family office (i.e. the structure to facilitate decision-making, communication, management of family wealth, education, command etc).
Advise and assist with governance framework for asset holding structures.
Drafting and/or reviewing family charters and constitutions.
Advise and assist with business and corporate governance and structuring.
Provide independent professional trustee, director, protector and shareholder services.
Legal, tax and regulatory advice.
Investment management and private banking.
Risk management, compliance and reporting.
Family business advisory.
Concierge services.
In-house counsel*

Supervision and management of simple and complex trust structures

Ensure trust structures adhere to international laws, compliance, reporting and regulatory requirements across diverse jurisdictions.
*Serve as "in-house counsel" to family office and/or family business and/or collaborate with your existing lawyers, accountants, bankers and other advisors to:
1. Identify and address legal issues pertaining to the assets being managed including financial assets, private equity, shares in closely held companies and operating businesses owned by the trustees.
2. Advice on financial service regulation in relation to banks, financial advisors, asset managers, custodians, investment products, private equity vehicles, financial assets and insurance policies,
3. Direct and/or facilitate transactions, review and/or draft legal documents such as corporate documents, governance documents, shareholder agreements, commercial contracts etc.
4. Direct and manage asset transactions, including reviewing sale and purchase agreements, banking/financing documents, investment fund agreements and subscriptions etc.
5. Identify and address any issues pertaining to the trust structures (and related entities) to ensure they remain in good standing.
6. Review estate planning and structures to update succession planning to ensure that the existing structures continue to serve your needs and that of your family.
Collaborate and work closely with your personal lawyers, accountants, bankers, members of the family office and other advisors.
Oversee and manage legal disputes, acting as instructing solicitor, and coordinating with barristers and external litigation lawyers to resolve contentious matters effectively.

*Avancier Legal also provides in-house counsel services to families, their businesses and/or family offices. These services are available through a mutually agreed monthly or annual fee structure, ensuring our availability whenever you require assistance. Whether functioning as your designated in-house counsel or working with your existing legal team, we seamlessly integrate to meet your needs.

Testimonials

“I've been fortunate enough to have worked with Claudia at different times as a colleague, as a client and as an advisor over the course of several decades and have always valued her ability to balance technical legal analysis with practical and commercial realities while never losing sight of the complex wants and needs of clients as human beings.”

Anonymous

"Claudia mentored me in the early years of my legal career, and what she taught me continues to shape the lawyer I am today. Her expertise in international private client matters—especially tax, estate planning, and trusts—is exceptional. She explains complex issues clearly and calmly, always putting the client’s needs first."

James Gribbin, Senior Associate, Michelmores, London, United Kingdom