Private client and trusts
Corporate and commercial clients deserve to have their personal and family matters treated with the same level of legal care and expertise as their businesses. We work with business people and their families to structure wealth protection and intergenerational succession plans, which are integrated with their corporate and commercial business structures.
At Lowndes Jordan we put significant effort into designing structures and processes that we adapt to each client’s particular needs. We start with obtaining in depth knowledge of the properties, businesses and assets that give rise to family wealth and understanding each client’s family dynamics. Our advice can cover:
- Trusts, ranging from simple single property protection to multi-level interconnected trust structures.
- Independent trustee and family office services.
- Relationship property agreements sometimes required in connection with trust establishment.
- Wills and memoranda of wishes.
- Enduring powers of attorney and advance medical directives.
- Conveyancing and share transactions necessary to restructure ownership.
- Attendance at family and beneficiary meetings to explain structures and assist clients to fulfil statutory disclosure duties.
- Ongoing attendances to ensure trusts are being run in compliance with statutory duties and remain fit for purpose.
We work with accounting and tax advisors as necessary to advise our clients on the best structure for their circumstances and to ensure that we and our clients understand how any restructuring of their asset ownership will be treated.