Private Client Advisory
Overview
Astraea offers specific expertise for high-net-worth individuals and owner-managed businesses on their personal planning and wealth holding structures in the UK and internationally.
Astraea works with high-net-worth individuals and owner-managed businesses across all areas of the firm, including commercial disputes, fraud and decentralised finance and digital assets advisory. In addition, Astraea offers a specific set of non-contentious services for its clients, designed to support commercial planning and operations. These include:
- Succession planning, tax planning and asset protection.
- Designing and implementing wealth holding structures including corporates, trusts, foundations, private trust companies and funds.
- Setting up family offices.
- Stress testing structures.
- Advising on structuring and restructuring as a result of litigation outcomes.
- Contentious trust and probate both in the UK and in international trust jurisdictions.
- Philanthropic matters including how best to achieve a client’s particular objectives and setting up private foundations.
More broadly, Astraea can assist private clients with most matters on which they require advice through our network of top-tier firms in the UK and internationally including private banks, trustees, accountants, IFAs, family lawyers, immigration experts, real estate professionals, art advisers, and yacht and private jet specialists, among others.
Focus Areas
Estate Planning and Wills
We assist our clients in planning for the transfer of their wealth and assets to the next generation. This includes drafting, and updating wills, setting up trusts, and advising on the most tax-efficient ways to pass on assets (including digital assets). Estate planning also involves preparing for potential incapacity through lasting powers of attorney.
Trusts and Foundations
We help clients to set up and manage trusts and foundations. We advise on the creation of trusts to protect assets, provide for family members, or achieve philanthropic goals. We also offer legal support for trustees, ensuring compliance with legal obligations and the proper administration of trusts.
Contentious Trusts and Probate
When disputes arise over wills, trusts, or the administration of estates, we represent clients in resolving these disputes. This may involve litigation or alternative dispute resolution methods such as mediation. Contentious trust and probate work often requires sensitivity and discretion, as it can involve disputes between family members or other close relations.
Tax Planning and Wealth Management
We advise clients on personal tax matters, including income tax, capital gains tax and inheritance tax. We provide guidance on tax-efficient investment strategies, the use of trusts, and other vehicles for managing and preserving wealth.
Succession Planning for Family Businesses
For clients who own family businesses, we also provide advice on succession planning to ensure a smooth transition of ownership and control to the next generation. This includes structuring ownership to avoid disputes, managing tax implications and ensuring that the business can continue to thrive under new leadership.
