Family office services
Our distinctively personal service is designed to help with the myriad legal issues faced by modern wealthy families.
Are you looking for professional family office services?
You may be seeking advice and management of commercial and private property sales and purchases, succession planning, trusts and wealth management, estate and company management, and philanthropic giving.
For many families, one of the biggest challenges is ensuring that the next generation is both ready for and aware of the wealth that they will inherit. We have considerable experience in helping you to prepare and advise your children and grandchildren, and discuss with you the many issues that wealth brings.
Our team of financial planners and legal experts work together to support your family to make the most out of your wealth, and prepare the next generation to receive this.
Our comprehensive range of services aim to assist in navigating the complexities of your finances, allowing you to make the most of your money.
With dedicated offices worldwide, we can provide advice across the globe – helping you go anywhere.
Progeny Law and Tax have been selected as one of the Top Law Firms by eprivateclient which recognises the top private wealth law firms and departments across the UK.
Progeny is proud to be a part of the B Corp community and its framework for building systematic and sustainable change within business communities around the world.
Supporting your family
Our team of financial planners and legal experts work together to support your family to make the most out of your wealth and help to prepare the next generation to receive this.
If you would like to speak to our team of professional planners and advisers about how we can support you and your family, please get in touch.
01
Trusts
Trusts frequently provide the tools to facilitate a smooth transition between generations, and they can also be used to mitigate inheritance tax and other taxes. Our team can help you to create and manage trusts in your family office.
02
Property sales
Whether it’s commercial or private property, sales or purchases, our experienced team of legal professionals, conveyancers and mortgage advisers can help to manage your family’s portfolio of properties.
03
Philanthropy
Your family office may be passionate about philanthropic giving and want to incorporate this into the wider estate planning. Our team can help to structure your charitable giving effectively to maximise your philanthropic support.
04
Multigenerational communication
We understand that it can be difficult to discuss wealth with the family, particularly across generations. Our team of professional advisers can act as neutral mediators in facilitating these necessary conversations, to ensure your family office is running smoothly and that family members are on the same page in terms of expectations.
Articles and guides
1-in-4 Baby Boomers don’t trust younger generations with inheritance – Progeny/YouGov research
1-in-4 Baby Boomers don’t trust the younger generation to use their inheritance wisely, according to a national survey by professional services firm…
1-in-4 Baby Boomers don’t trust the younger generation to use their inheritance wisely, according to a national survey by professional services firm…
Read more
Frequently Asked Questions
Family office services are designed for high-net-worth families, providing high-level professional advice using a connected approach. It combines asset management, financial planning, lifestyle management and legal services to help clients navigate the complex world of wealth management.
A family office is a group of advisers that provide high-net-worth families with a range of services including financial planning, asset management, legal and tax advice.
A family office would be beneficial for those families with a large amount of wealth, interested in growing and preserving for the next generation. With a family office, you will receive professional advisory services that will help you manage your wealth, invest in various asset classes and preserve their wealth for future generations.
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Please note
The Financial Conduct Authority does not regulate income tax planning, will writing, trusts or inheritance tax planning.
Tax treatment depends upon individual circumstances and is based on current UK tax legislation, that is subject to change at any time.
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