United Kingdom: Wealth Management

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Wealth management law thought leadership, articles, podcasts, videos and webinars from expert sources across the legal world. Explore insights covering topics such as offshore banking, offshore company formation, offshore financial centres, wealth and asset management.
Article
Luxury Or Legacy
The Financial Times recently highlighted how some institutions pursue high-net-worth clients through lavish hospitality and concierge services, yet this approach fundamentally misunderstands what truly preserves multigenerational wealth. While exotic perks and luxury experiences may attract attention, the real foundation of lasting family office success lies in something far more substantive: trust as an active institutional framework that governs decision-making during both prosperity and crisis.
United Kingdom Wealth Mgt
WT
Winston Taylor
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Article
Luxury Or Legacy
The Financial Times recently highlighted how some institutions pursue high-net-worth clients through lavish hospitality and concierge services, yet this approach fundamentally misunderstands what truly preserves multigenerational wealth. While exotic perks and luxury experiences may attract attention, the real foundation of lasting family office success lies in something far more substantive: trust as an active institutional framework that governs decision-making during both prosperity and crisis.
United Kingdom Wealth Mgt
WT
Winston Taylor
Article
Family Limited Partnerships For US/UK Families (Video)
Family limited partnerships offer US-UK families a flexible alternative to trusts for wealth transfer, particularly following the UK's April 2025 inheritance tax changes. This structure provides tax-efficient gifting opportunities while introducing younger generations to wealth stewardship, though careful planning is required to navigate cross-border tax implications and US estate tax restrictions.
United Kingdom Family
WL
Withers LLP
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