Wealth Structuring

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.

Locations (1)

People (517)

Peer Reviews

  • 4.9/5.0 197 reviews
  • Legal Knowledge

    4.9/5.0
  • Analytical Capability

    4.9/5.0
  • Judgment

    4.8/5.0
  • Communication

    4.9/5.0
  • Legal Experience

    4.8/5.0

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Client Reviews

  • 4.8/5.0 4 reviews
  • 100% client recommended 4 recommendations
  • Communication

    5.0/5.0
  • Responsiveness

    5.0/5.0
  • Quality of Service

    4.7/5.0
  • Value for Money

    4.7/5.0

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Diversity

We are an equal opportunity employer committed to enhancing diversity within the workplace.

We recognize and value the benefits that a diverse workforce can bring to the organization. Diversity is not limited to gender and ethnicity, and includes factors such as religion or belief, disability, age, marital status and sexual orientation. All our employees and Partners are responsible for the promotion and advancement of equality and diversity within the Firm.

Much of our work on diversity in the last three years has been about putting good monitoring tools in place to ensure that we understand where the gaps are within our workforce, making changes to our strategies and communicating our policy on equal opportunities and diversity to our staff and training those involved in managing and recruiting others.

Since 2002, Withers has experienced a period of growth. The expansion of our client base has highlighted our clients' need for a highly skilled and diverse workforce. The business need to support diversity is evident and Chris Priestley (a Partner in our Commercial group) has been nominated to ensure that Diversity is high on the partnership agenda.

Diversity Audit

In 2006 we undertook our first diversity audit of our workforce, monitoring age, sexual orientation, religion, ethnicity and disability. New joiners are monitored on an ongoing basis. Our diversity statistics are published below.

Communication of our commitment to Diversity

Each year our staff are asked to acknowledge their understanding of and commitment to the Firm’s Equal Opportunities Policy as part of our annual audit.

Our Supervisors and Partners receive training to ensure they understand their obligations in implementing our equal opportunity policy in the workplace.

In addition, all interview panelists are trained in the Firm’s approach to diversity and given guidance on our structured skill based approach to interviewing.

Promotion and Access to Development

Opportunities for promotion are communicated and made available to all staff on a fair and equal basis. A skills framework is used in all promotion, appraisal, and pay discussions to ensure a consistent and fair approach across the Firm.

Selection of candiates for promotion to 'Of Counsel or Partner' status is undertaken by a panel of Withers Partners, whose selection decisions are based upon technical expertise and pre-defined partner competencies.

Training is made available to all staff and Partners in line with our business needs. Training needs are recognized formally via our appraisal process, which is objective and skill based, to ensure a fair and equal approach.

Recognition for Diversity

Withers was ranked 2nd (out of the top 100 law firms) for having a high percentage of female equity partners in The Lawyer Career Report Survey 2006.

Withers also ranked 2nd (out of the top 50 firms) for Diversity with respect to women and ranked 1st for Diversity with respect for Gay and Lesbians in the Vault survey 2006.

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