• 75% of all private sector companies are family-owned
• 30% of these businesses make it to the second generation
• 64% of current owners of family businesses are aged over 50 years
• 40% of these businesses have no identified successor

Family businesses are the cornerstone of the British economy and each one is different. We have over 150 years experience of dealing with family businesses and understand the dynamics that can impact both the family and the business. In recent years we have worked closely with the International Centre for Families in Business, and together with the Centre have developed a unique programme of training in family business dynamics for our partners.

In addition to our more traditional services to business we have developed services specific to family and owner managed businesses that focus on:

• Personal financial planning
  achieving your desired lifestyle for your future and long-term financial independence.


• Estate and wealth management
  strategies to ensure your estate is transferred efficiently and wealth is maximised.


• Business financial planning
  processes to improve your business to achieve an optimal sale price or prepare the business to be passed on within the family.


• Management succession
  developing a succession strategy for a new management team while maintaining business profitability.


• Owner and exit transition strategies
  helping to manage the handover of control of your business.


• Tax minimisation
  tax effective remuneration and minimisation of capital taxes.


• Governance
  from board composition to Family Charters.