Private Wealth

As a law firm we build deep relationships with clients  creating true partnerships. Our Private Wealth Team specialise in providing legal advice and services to high net worth individuals and families and their related entities. We offer trusted, discreet, and strategic guidance to protect, preserve, and grow wealth across generations.

Our Private Wealth Team specialises in advising on all aspects of wealth structuring and wealth transfer. We support high net worth individuals and families, often working in partnership with their trusted tax advisor, and implement arrangements that best suit their individual and family needs.

We work collaboratively with individuals’ family offices, beneficiaries, trustees, private banks, and trust companies, across a range of private wealth matters with a focus on quality and commitment to our clients.  We offer a relationship built on trust, discretion, and deep understanding.  We will deliver strategic, forward-thinking advice designed to protect and enhance wealth whilst planning thoughtfully for future generations.

Why Choose Holmes?

We are a full-service law firm with unrivalled expertise and experience in matters such as family business and succession planning, estate planning and probate, wealth transfer, philanthropy and charities, property, Family Law, pre and post nuptial agreements, relocation to Ireland and enduring powers of attorney.  Our lawyers provide pragmatic, solution-focused advice, grounded in interdisciplinary expertise and a deep understanding of our clients’ complex needs. As a firm we are well placed to draw on the expertise of our Corporate Finance, Property Probate and Litigation Teams as necessary to support our clients.

Our Expertise:  

• Succession and Estate Planning
• Family Business matters, including governance and transitioning wealth to the next generation
• Family Partnerships
• Establishment and Administration of family Trusts
• Enduring Powers of Attorney and Capacity issues
• Family Law
• Pre and post nuptial agreements
• Charities Law and Practice
• Philanthropy
• Property and real estate for private clients