This guide explores how S&W’s family office services support UK-based high-net-worth individuals and families with complex, multi-generational financial needs. Whether you're navigating inheritance tax planning, succession or wealth structuring, our team offers clarity and confidence through every stage of life.
03 Nov 2025
What’s inside:
How a family office UK model supports long-term wealth preservation
Creating and managing a private family office or multi family office
Strategic inheritance tax planning advice and estate structuring
Tailored wealth management for families with diverse assets
Effective family succession planning and governance frameworks
Coordinating personal, family and business wealth across generations
The role of family office advisory in simplifying complexity
Whether you’re exploring multi family office services or need help with inheritance tax planning options, our guide is a valuable starting point.
How S&W can support family succession planning and wealth management for families
Managing family wealth is about more than numbers, it’s about values, legacy and long-term vision. Our family office advisory team works with families to design bespoke solutions that reflect their unique goals and circumstances.
We help clients:
Navigate inheritance tax and estate planning with confidence
Develop robust family business succession planning strategies
Structure assets efficiently with expert tax planning
Create family charters that preserve values and reduce conflict
Coordinate with trustees, lawyers, and advisers for seamless support
Download the guide by filling in the form above, and learn how S&W’s family office advisory can transform your business succession and estate planning strategies.
Start the conversation
Get in touch to book a complimentary consultation and discover how our team can support your family’s financial future.
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