Family offices and ultra-high net worth individuals

High net worth (HNW) and ultra-high net worth (UHNW) individuals face increasingly complex challenges in managing, protecting, and growing their wealth.

Assets are often held in multiple countries, family members may live in different jurisdictions, and the legal environment is changing constantly . Together, these factors mean that HNW and UHNW individuals and their family offices have to handle a very broad range of issues – from non-financial matters such as private schooling, travel arrangements, miscellaneous household plans, to complex legal structuring matters including succession planning, asset management, philanthropy and sophisticated reputation management.

At Klein, we have worked over many years with generations of families, entrepreneurs, and individuals. We have advised and represented them in diverse legal matters and supported their business interests.

We form a close relationship with each client so that we have the insight to identify their needs and devise carefully considered, specially tailored solutions to their issues. We help their businesses succeed and grow, and ensure the protection of the family business so that it can be passed on to the next generation.

Estate planning is one of our key areas of expertise. We are particularly well versed in advising on company succession, last wills, living wills, and marriage and inheritance agreements.

We also advise our clients on setting up trusts and foundations – both charitable and private – and on asset structuring, with particular emphasis on asset protection. We have also developed specialist knowledge in the legal and financial issues around the sale of fine art, classic cars and other collections.