Family Office Services

Co-ordinated business, personal & wealth legal services

We know from our experience of working with high net-worth individuals, entrepreneurs, and family businesses that not only creating wealth, but sharing and maintaining it through the generations is a key concern.

Whether you are a multi-generational family owned business or an entrepreneur who has exited a substantial business, you face distinct challenges.

Careful management of both business and personal affairs is important to ensuring the long-term growth and protection of the capital and wealth that has been created.

In order to balance these priorities, we understand that it is important to have all your advisors working in sync.


What is a Family Office?

As your business and family grow, management of your affairs can become all consuming.

The concept of a Family Office, in part, is meant to relieve some of this pressure and ensure a strategic joined up approach to your legal, asset and wealth management.

Our HM Family Office offering allows us, together with our strong network of trusted partners, to provide a co-ordinated service that suits you.

Family Office Services in the UK - Harper Macleod

Click on our Family Office Infographic for a snapshot of these services. 


Key Family Office services

As no family is the same, we understand that neither is any family office. We always aim to work in partnership with you and any of your existing external advisors to provide a tailored offering to meet your family goals.

You can find out more about each individual service in our drop down menu below. 

Our HM Family Office offering allows us, together with our strong network of trusted partners, to provide a stress free, co-ordinated service to suit your legal, asset and wealth management needs.

Setting up a Family Office

For more information on our Family Office services; or if you would like to discuss how it can work for you; or about setting up a family office for your family and business please get in touch with our Partner Chris Kerr. Chris has vast experience in advising family owned and owner managed businesses based throughout Scotland, including many with business interests in a number of other jurisdictions.