Expertise / Private wealth & family business

Wealth & Legacy
Structuring

Protect what you have built.
Structure what you own.
Plan what comes next.

Your wealth, business interests and family responsibilities are connected. The legal arrangements supporting them should be considered together.

Discuss Your Wealth & Legacy Plans

Planning with perspective

Your priorities.
One coordinated legal plan.

At PMA Advocates LLP, we advise individuals, entrepreneurs and families on the legal structures that support wealth preservation, clear ownership and the transition of assets and businesses across generations.

We bring together trusts, succession planning, family governance and corporate and investment structuring to create arrangements aligned with your circumstances and long-term objectives.

Our services

From present ownership
to the next generation.

Trust & Wealth Preservation

Clear ownership and governance arrangements can support the long-term stewardship of family and investment assets. We advise on the establishment, review and restructuring of trusts and related legal arrangements, with attention to how assets will be held, managed and transferred.

Trust structuring and establishment
Family wealth and asset-holding structures
Trust governance arrangements
Review and restructuring of existing trusts and ownership arrangements
Structuring of family and investment assets

Succession & Legacy Planning

Succession planning is about more than transferring assets. It also means preparing for changes in ownership, leadership and responsibility.

We help individuals, business owners and families put legal arrangements in place for the orderly transition of wealth and business interests. Our advice considers both present needs and the intentions of those planning for the next generation.

Personal and family succession planning
Estate and asset transition planning
Business succession and continuity planning
Ownership transitions
Intergenerational wealth transfer

Family Business Governance & Continuity

Family businesses bring ownership, relationships and commercial decisions together. We help families establish legal and governance frameworks that clarify responsibilities, guide decision-making and support continuity as the business and family evolve.

Family governance structures
Ownership, control and shareholding arrangements
Decision-making and governance frameworks
Leadership and generational transitions
Business continuity planning
Arrangements for the next generation's participation

Corporate & Investment Structuring

How a business or investment is held should reflect its purpose and its owners' wider objectives. We advise on legal structures for businesses, investments and ownership arrangements, considering both immediate transactions and long-term plans.

Holding company and investment vehicle structures
Corporate reorganisations
Shareholding and ownership arrangements
Joint ventures
Corporate governance
Transaction and investment structuring

An integrated approach

Connected interests.
Considered together.

We look at the relationship between your businesses, investments, property and family interests rather than treating each in isolation. Our advice considers how ownership, governance and succession arrangements work together.

Where appropriate, we work alongside your accountants, wealth managers, financial advisers and trustees to coordinate the legal arrangements with your wider plans.

Who we advise

For what you hold today.
And what comes next.

We work with clients planning for both current responsibilities and future transitions.

Entrepreneurs, founders and business owners
High-net-worth individuals and families
Family-owned businesses
Investors, professionals and executives
Families planning for intergenerational wealth transfer
Clients with cross-border business, investment or family interests

Start a conversation

Plan with clarity.

Whether you are reviewing existing arrangements, preparing for a business transition or planning for the next generation, we can help you consider the appropriate legal framework. Contact PMA Advocates LLP to discuss your wealth and legacy planning priorities.