Most of our clients are entrepreneurs or families taking a more strategic, thoughtful, approach to their business or personal investment structuring. Establishing the right teams (whether advisers or in-house family office support), creating effective partnerships or investment joint ventures is increasingly common.
Ian’s expertise lies in structuring entrepreneurs/ wealthy families and family offices who are typically ‘in transition’, for example:
- entrepreneurs buying, selling or establishing businesses• transitioning wealth or management responsibilities across generations
- transitioning between advisers
- planning for families moving between jurisdictions (with resultant tax, personal or business issues)
- establishing or reviewing investment portfolio structures / broad strategic investment requirements and risk profiles
These ‘transition’ events are not always strategically well planned and might not be adequately addressed by an existing advisory team (which may be too narrowly focused, more suited to pure implementation or overly ‘re-active’ in their approach – a common issue arises where advice is overly focussed on either tax or legal or investment issues ... failing to combine or dovetail appropriate solutions to best meet all requirements).
Ian has active entrepreneurial clients around the world with investments, real estate, pensions and business interests across multiple jurisdictions. In addition, at a ‘strategy level’, we work with families in dispute - normally arising as a result of poor family communication, flawed legal structuring, inadequate succession planning or a breakdown of trust between clients and their advisers.