A lifetime’s work. A next-gen marriage. A future full of risk.
Our Family Office brings answers before the problems arrive.

Stephen and Lorraine built their pub from scratch. After 30 years, they were ready to step back and hand it over to their son, Jack, who had just got engaged.

Jack’s fiancée, Alice, was ambitious and loved the business. She wanted in but Lorraine felt protective. Stephen remembered how badly his brother’s estate had unravelled after a messy divorce. The pub was more than a business, it was their legacy. But the family were pulling in different directions, unsure what the right next step looked like.

That’s when the Family Office brought everyone to the table.

We helped:

• Design a family business succession strategy that gave Jack full operational control of the pub without immediate ownership.
• Shape a prenup and estate planning approach that was fair, thoughtful, and futureproof.
• Put in place new Wills and LPAs for everyone, and a business trust to protect the family’s interests long-term.
• Facilitate an open conversation that allowed everyone to feel heard and reassured.

The result?

A working plan that gave Jack and Alice confidence to grow together, and Stephen and Lorraine peace of mind about their life’s work.

A pragmatic plan for true peace of mind.

Business succession doesn’t have to mean family friction. Let’s design your legacy, together.

Learn more about the Family Office Team here.