We understand that family businesses aren’t just about business. Managing the involvement of the family in the business is just as important, as it can affect the sustainability of family wealth.

We work with families and their trusted advisors to find the best way to structure or restructure business interests and set up the family office to help maintain wealth, mitigate future tax obligations and address long-term goals.

Family office solutions

At Anaford, families and business owners benefit from the expertise of all our teams. From tax and wealth planning to more traditional corporate and M&A, we communicate with each other and work with families to develop a customised solution to maintain wealth, lessen future tax obligations and address long term wishes (whether for future business exit strategies or succession matters).

Find out more about Asset Protection.

Determining a sustainable succession plan

Developing a succession plan may be one of the most difficult challenges a business owning family may face. What is crucial is to plan early on, and define the rights and obligations of each stakeholder and their heirs. If no succession plan is in place on the death of a business owner, family members could be forced to make urgent decisions about the future of the business.

We help families and business owners establish a succession plan to enable the business to carry on based on a sustainable vision for future generations.

Find out more about Succession Planning.

Structuring and locating the family office or trust company

We also advise on the different options for structuring the family office as well as where to locate the family office or trust company.