Practice Areas & Industries: Withers Bergman LLP

 





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Practice/Industry Group Overview

Our team helps successful families and entrepreneurs around the world structure their assets in a way that will preserve their wealth now and for future generations.

We advise on all aspects of wealth structuring, using domestic and international trusts and foundations, private trust companies in local as well as offshore jurisdictions and we co-ordinate the acquisition of appropriate investments.

Our advice to fiduciaries covers the design and implementation of new plans, as well as the modernization and consolidation of older trusts. We also assist them in complying with the complex rules surrounding investments, accounting, taxes and compliance.

Some of our clients are based only in the US or UK. Others are international families with family members who have UK and/or US connections and want to mitigate their exposure to tax. We also assist families based in the Middle East and Asia who have little or no connection with the UK or US but want to hold their wealth in suitable trust structures.

Recent work

  • Working with a Wall Street entrepreneur to establish and structure his private equity fund. We assisted him in the initially planning and structuring of the fund and prepared offer documents and constitutional documents. Along the way our team provided all the requisite advice on the salient United States tax and regulatory issues.
  • Advising a Greenwich fund manager on various employment packages for her small but growing Art Fund. In order to retain talent, she hired our firm to structure deferred compensation packages which allowed employees an equity stake in the firm while minimizing their taxes.
  • Advising a US based family who invested together on a "pooled basis". Even though both parents had died recently, the offspring of the family wanted to continue to invest in both real estate and hedge funds, but in varying percentages. Our lawyers structured "tracking partnerships" which allowed the family to continue to invest together but in different asset classes and monetary commitments.
  • Advised multinational family on tax efficient structuring of investments across multiple jurisdictions.