Family Investment Companies

The Family Investment Company has become a popular mechanism for preserving, maintaining and growing family income and wealth – as a result of the relative flexibility it offers over the more traditional trust structures.

Typically the parents will be the directors of the company, retaining control via their shareholding. Additional classes of share would be created for other family members, sometimes through a trust, which benefit from the future growth in value of the company.

There is no ‘one size fits all’ solution, and therefore careful consideration needs to be given to the structure. Our Partners can advise on the optimal solution – based on the future plans for the family company – and ensure a tax efficient structure is put in place.

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An Overview of Family Investment Companies

The Family Investment Company helps to grow the wealth of a family, whilst delivering on flexibility and tax efficiency.

How It Works

Our Partners will address the future plans of a business, to decipher and deliver the best possible investment opportunities for a family moving forward.

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Supporting Advisers

We work with carefully selected partner organisations to provide a collaborative, multi-disciplinary approach to estate planning. To strengthen and develop the estate planning element of a business, view our other Partner Services.

Find out more about our other Partner Services