Family Offices & Funds Structuring
High Net Worth Guide 2024 : UK-wide
Band 1
About
Provided by Stephenson Harwood LLP
Stephenson Harwood's multi-disciplinary team advises entrepreneurial and international clients, who value our 'can do' approach and the strong and trusted relationships we build with them. The team puts clients at the heart of what we do, to help them achieve their goals. We take the time to really understand our clients, their families, their businesses and their objectives to ensure that the advice we give is accessible, pragmatic and practical. The team of dedicated private wealth and family office lawyers collaborates closely with experts in the funds, finance, private equity, real estate, tax and corporate teams both in the London office and globally, to meet the diverse needs of its family office clients.
Chambers Review
Stephenson Harwood advises business owners and family offices on a variety of different matters including structuring and governance. It is able to advise on both domestic and international matters, utilising its global offices.
Strengths
Provided by Chambers
"Stephenson Harwood is building a really quality private client team which has got real breadth and depth. They focus on the issues that really need to be addressed and are very commercial."
"Stephenson Harwood's ability to provide comprehensive legal support across a spectrum of legal complexities is a testament to their proficiency in the field."
"They are very responsive and provide sound advice. The service levels are high and they work long hours to deliver to strict deadlines."
"Stephenson Harwood is building a really quality private client team which has got real breadth and depth. They focus on the issues that really need to be addressed and are very commercial."
"Stephenson Harwood's ability to provide comprehensive legal support across a spectrum of legal complexities is a testament to their proficiency in the field."
"They are very responsive and provide sound advice. The service levels are high and they work long hours to deliver to strict deadlines."
Notable Practitioners
Beatrice Puoti joined the Stephenson Harwood team in February 2023. Puoti focuses on international tax, trust and estate planning for family offices.
"Beatrice is a trusted adviser. She is technically very able. Her client-handling skills are second to none. Her emotional intelligence is phenomenal, which helps her to deliver what the client needs."
"She is highly professional, very trustworthy and reliable. It is an added bonus that she is Italian-qualified and fluent in Italian."
"She's very user-friendly, very approachable, and she's got a real intuition and commercial feel for any client problem and can always come up with a solution."
Emily Osborne is a respected private client adviser who provides succession and governance advice for prominent families globally. She is head of the department's family office advisory service.
"Emily demonstrates a high degree of technical expertise together with commercial acumen. She deals with complex structuring but is able to distil it for all parties to ensure her advice is understood."
"She's extremely commercial, very responsive and a trusted adviser."
James Quarmby is an established tax and trusts expert. He provides international tax structuring advice and asset protection guidance to family offices.
"He is extremely commercial and does not sit on the fence. His ability to make a client feel well supported is second to none. He is very well respected in the industry and gives a lot back."
"The clients I have recommended to James have been delighted with the clarity of advice provided."