Family Office
This growth is attributable to the fact that there is an increasing pool of private capital held by high-net-worth individuals and their families, which needs to be managed and invested in a structured way.
Our Private Wealth Group acts for some of the most creative, talented, and successful entrepreneurs and their family offices. Working in conjunction with other market-leading practices across Matheson, the Group provides holistic legal and tax services to single and multi-family offices, helping them to navigate complex financial, business, and personal matters. With decades of combined experience, our Private Wealth Group is uniquely placed to offer practical, solutions-oriented, and innovative advice that aligns with the values, objectives, and long-term vision of each family office.
The following diagram indicates the scope of services that Matheson provides to family offices:
- Family Business
- Tax and Immigration Relocation Services
- US Citizens Relocating to Ireland
- Tax Planning for Individuals
- Trust and Succession Planning
- Trustees, Private Banks, and Institutional Clients
- Private Client Property
- Probate and Estate Management
- Philanthropy and Charities
- Mental Capacity and Attorneyship
News and Insights
Estate Planning and Asset Protection in Ireland
Estate planning is a critical component for high-net-worth individuals looking to secure their assets for future generations while minimizing tax liabilities and protecting wealth from potential risks. In Ireland, various investment vehicles, including trusts and family limited partnerships, are commonly used to achieve these goals
Private Client partners John Gill and Maeve Lochrie, and Senior Associate, Rebecca Dorrington, were recently interviewed by The Lawyer Monthly on estate planning in Ireland. Drawing upon their years of experience, they explore key estate planning strategies, insights on legal tax and practical considerations involved in protecting assets, preserving wealth and ensuring estate planning objectives align with financial goals.
Read the interview in full here
For more information please contact John Gill and Maeve Lochrie, and Senior Associate, Rebecca Dorrington, or your usual Matheson contact.
This interview was part of an online news article featured on The Lawyer Monthly
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