Family business services

Family businesses are unique and require specialist advice to help protect their legacy, as well as support designing and implementing effective succession plans for the long term.

Family business services

Each Family business is different and can face complex and unique challenges in their path to building and protecting their legacy. Whether it’s continuing to grow or requiring specialised advice on implementing effective long-term succession plans, we have the extensive knowledge and expertise to help.

Our approach

We understand family businesses have specific needs and with our team of dedicated specialists, we aim to bring clarity and support to the lifecycle of your vision, priorities, and goals. We are invested in your performance and will aim to ensure your strategy, structure and committed generations remain aligned to the commercial and personal objectives led by your family business. 

We are passionate about working with family-owned businesses providing a sensitive and flexible approach to planning. We will ask the right questions to understand what’s important to you, so we can identify any issues or opportunities. then design a bespoke plan with solutions that work for everyone involved. We do this by getting to know you and your family, so we can fully understand both the history and your future plans.

Our family business team includes a number of STEP-qualified advisors, each part of a global professional body that helps families plan for their futures.

How we can help:

  • Auditing your family business
  • Accounting & outsourcing
  • Digital strategy and cyber security
  • Governance for the family
  • International expansion
  • Mergers & acquisition
  • Personal financial planning
  • Profit extraction
  • Strategic business planning
  • Succession and continuity planning
  • Tax-efficient remuneration planning

Get in touch

If you would like to find out more about how we can help you as a family business, please do not hesitate to get in touch by clicking the button below and Natalie or a member of the team will contact you. 

Get in touch

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