Family office services

Our distinctively personal service is designed to help with the myriad legal issues faced by modern wealthy families.

Young,Asian,Family,Enjoying,Outdoor,Activity,In,City,Park

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.

Speak to an expert today

Get in touch to discuss your situations

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

Guide
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.

Start your personalised journey

Ready to enrich your future?

It all starts with the right advice…

To help you tomorrow, we can help you today

Select the services you’re interested in

Sorry, we couldn’t find any matching services for your search term. Please try again.

Thank you, {{ firstname }}

Please wait whilst we personalise the experience for you.

Latest Insights

Knowledge Hub
24_11_Digital_AutumnBudget_WebinarUK_banner
Financial planning
Webinar: UK Autumn Budget Overview
Pick up where you left off You’ve read this article
Claire-Spinks-scaled
By Claire Spinks
11th November 2024
October 2024
Investing
Market insight | October 2024
Pick up where you left off You’ve read this article
Craig-Melling
By Craig Melling
13th November 2024
NB – 1920 – US election on UK inv article
Investing
US election result – what does this mean for markets? 
Pick up where you left off You’ve read this article
Charlie-Buxton-5-scaled
By Charlie Buxton
12th November 2024
NB – 1920 – Autumn Budget Impact
News
How the UK Autumn Budget may impact your financial planning
Pick up where you left off You’ve read this article
james-batchelor-3
By James Batchelor
11th November 2024
NB – 1920 – IHT and Trusts
Tax and estate planning
The relationship between inheritance tax planning & trusts
Pick up where you left off You’ve read this article
TPP_JC_2404_000117V2
By Tom Parkes
7th November 2024
Autumn Budget no text
Financial planning
Autumn Budget 2024 – what the changes mean for you
Pick up where you left off You’ve read this article
Claire-Spinks-scaled
By Claire Spinks
1st November 2024

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.

Speak to the team

"*" indicates required fields

Do your investable assets exceed £500,000?
Untitled
This field is for validation purposes and should be left unchanged.

Search