Alex Berman

Alex acts as a lead adviser to entrepreneurs, family businesses and family offices on business ownership, succession, transactions and investment structuring.

Experience

Alex is a Partner in S&W's private client tax team. He advises on the tax, commercial and structuring issues that arise throughout the lifecycle of a business and family wealth.

His work spans business ownership and succession planning, transactions, investment and holding structures, trusts and international tax matters. Clients value his ability to provide clear, practical advice that aligns with their commercial, investment and family objectives.

Alex works closely with specialists across tax, accounting, corporate finance and wider professional services, helping clients navigate complex decisions and achieve their long-term objectives.

Notable client work and achievements

Alex's experience includes advising:

• The founders and shareholders of privately owned businesses on ownership structuring, succession planning and preparations for future exits.

• Entrepreneurs before and after liquidity events, helping them navigate both transaction matters and long-term wealth planning.

• Multi-generational family businesses on balancing family succession objectives with the long-term growth and stewardship of the business.

• International families with business, investment and trust interests across multiple jurisdictions.

• Family offices and private investors on acquisition, holding, governance and investment structures.

• Individuals and families relocating to or from the UK, including the management of cross-border tax and wealth planning considerations.

• Families seeking to preserve, protect and transfer wealth across generations through tailored ownership and governance arrangements.

Professional qualifications/memberships

• Chartered Institute of Taxation

• Association of Taxation Technicians

• Institute of Leadership

• Various industry awards