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Mishcon interiror

Corporate Private Wealth & Capital

Corporate advisers to founders, entrepreneurs, UHNW families and family offices on liquidity events, capital deployment, family investment companies, business succession, governance and the long-term stewardship of family wealth. 

The core focus of our Private Wealth & Capital team is the corporate and business interests of family offices, high-net-worth individuals and families, entrepreneurs, and founders, advising on all aspects of managing their private capital, at all life stages, across the world.  

We bring the commercial rigor of our wider corporate practice to assist leading international UHNW and HNW families and corporate clients whose needs go beyond standard private client advice. This includes family office establishment and operation, complex cross-border structuring, active transaction support, fund formation, and the ability to support when timing is critical.

Global Structuring & Asset Protection
  • We design, implement, and maintain clear ownership and asset protection structures for significant private wealth. 
  • We advise on the full range of investment vehicles used by UHNW and HNW individuals and families across jurisdictions, including Family Investment Companies (FICs), Family Limited Partnerships (FLPs), and trust-led arrangements. 
  • We advise on global reorganisations and restructurings of corporate and business interests to support tax, succession, governance, and risk planning.
M&A, Transactions & Investments
  • We advise and act on all aspects of sales, purchases, and investments into businesses globally, through both public and private markets.
  • We support the full range of commercial transactions, including minority and majority investments, co-investment with private equity and venture capital, lending (including private credit), joint ventures, shareholder arrangements, and founder and owner incentives and options.
  • We are commercially minded advisers, experienced in representing private clients' and families' commercial interests while pursuing their overall personal, family, and reputation and family priorities.
Family Business Governance & Succession
  • The family business sits at the centre of many of our clients' wealth. We ensure that its governance is as robust as any other boardroom with a clear handover plan) to the next generation.
  • We guide families through business growth and expansion, including fundraising and international diversification, advising on and documenting decision-making through governance frameworks, ownership and voting structures and family constitutions and charters. 
  • We advise on legacy and succession planning, providing practical, ongoing support as an independent advisor to enable planning that works over time.
Family Office Establishment & Operation
  • We advise on establishing and operating single and multi-family offices (SFOs and MFOs). 
  • We advise on and document legal structures and governance, investment instruments, policies, oversight and protection frameworks, decision-making processes, and control and succession planning. 
  • We also coordinate with other advisers – accountants, trustees, and wealth managers to ensure a joined-up advice across disciplines.
Fund Formation
  • We advise on private fund formation across a range of alternative assets, including private equity, private credit, real estate, and luxury assets such as art. 
  • We provide regulatory advice in relation to fund set-up and marketing, and act for HNW individuals and family offices on their investments into private funds.
Property
  • We advise on acquisitions and sales of high-value property through corporate and other vehicles across the world, including high-end residential property and landed estates – including those with agricultural or sporting businesses.
Dispute Resolution
  • We provide practical resolution of disputes involving corporate and business interests, with commercially driven problem-solving. We handle disputes between shareholders and directors, families, trustees and beneficiaries, and the reorganisation of legacy structures.
Project Management
  • We provide hands-on coordination and management of complex and difficult matters and projects where timing and stakeholders are key with practical execution and delivery, often involving complicated cross-border issues.
  • Private wealth does not operate within neat jurisdictional boundaries. We manage complexity so our clients do not have to.
Connecting Capital
  • We are well connected across key emerging company and venture capital communities, including: life sciences, AI, biotech, and defence tech. 
  • We are represented at key institutions including Oxford and Cambridge and can connect clients to high-quality investment partners.
  • For family offices and entrepreneurs seeking differentiated deal flow and distinctive investment opportunities), our network is a tangible asset.

How Mishcon de Reya can help

Mishcon de Reya has, over several decades, advised and assisted leading international UHNW and HNW families and corporate clients with their global investments and legal needs. Our team has considerable experience providing commercially rigorous advice to the controllers of private wealth and their teams, and we remain committed to supporting clients and professional firms across a wide range of jurisdictions, legal disciplines, and industry sectors.

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