Private client services (HNWI and Private Capital)
We advise private clients and families on all matters related to wealth management — from asset consolidation and ownership structuring to succession planning and cross-border asset protection. We operate domestically and internationally, leveraging our global network to support complex, multi-jurisdictional mandates. Our services range from strategic planning and governance design to full legal execution of large-scale transactions.
Succession planning, family governance and asset protection
Designing wealth transfer strategies, including private funds, family offices, wills and marital agreements.
Advising on alimony and high-value maintenance matters.
Structuring the division of personal and family assets.
Designing governance frameworks for family-owned businesses.
Representing clients in pre-trial and court proceedings involving inheritance, family, property and corporate disputes.
Challenging wills and inheritance claims.
Defending against third-party claims and unlawful actions.
Managing reputational risk in sensitive matters.
Conducting comprehensive risk analysis and identifying tailored solutions.
Supporting acquisition of real estate, art and high-value movable assets.
Structuring personal investment projects and family asset portfolios.
Investment and insurance advisory
Prenuptial and marital agreements
Drafting and reviewing prenuptial agreements.
Preparing maintenance and alimony agreements.
Structuring property division arrangements.
(provided jointly with White Stone partners)
Dispute resolution and legal representation
Corporate matters
Private foundations and fund structures
Establishing private foundations for asset continuity and succession planning.
Structuring trusts for asset protection and wealth management.
Establishing inheritance funds and similar vehicles for orderly transfer of assets.
Preparing family-owned companies for initial public offerings (IPOs).
Representing shareholders in disputes, including exclusion of participants.
Protecting shareholder rights in cases of corporate misconduct.
Updating corporate documentation in connection with succession and asset division.
Designing corporate mechanisms for targeted transfer of assets.
Wills and succession arrangements
Drafting inheritance agreements.
Preparing wills, including appointment of executors.
Structuring wills in compliance with mandatory heirship rules.
Drafting preliminary inheritance division agreements.
International structuring and cross-border support
Advising on tax residency and substance requirements.
Structuring asset ownership and protecting property interests across jurisdictions.
Supporting applications for citizenship, residence permits and relocation (including the EU, UK, Cyprus and the UAE).
Establishing and maintaining holding structures in multiple jurisdictions.
Entrepreneurial dynasties
Defining family mission, governance principles and long-term objectives.
Implementing governance systems and succession pathways.
Drafting family charters and internal family agreements.
Designing ownership and control frameworks for family assets.
Ensuring intergenerational continuity of family businesses.
Tailored legal architecture
We do not use standard structures. We design solutions aligned with each client’s strategic objectives.
We do not use standard structures. We design solutions aligned with each client’s strategic objectives.
International-level clients
Our clients include owners of multinational structures, family capital and cross-border businesses.
Our clients include owners of multinational structures, family capital and cross-border businesses.
Integrated approach
We combine legal, investment, migration, insurance and operational considerations into a single coordinated strategy.
We combine legal, investment, migration, insurance and operational considerations into a single coordinated strategy.
Turning risk into advantage
We handle complex, non-standard situations and use structural nuances to strengthen our clients’ position.
We handle complex, non-standard situations and use structural nuances to strengthen our clients’ position.
End-to-end execution with discretion
From concept to implementation, we deliver comprehensive solutions while safeguarding our clients’ interests at every stage, with strict confidentiality.
From concept to implementation, we deliver comprehensive solutions while safeguarding our clients’ interests at every stage, with strict confidentiality.
Why clients choose us
White Stone partners and lawyers bring extensive experience in advising on private and family assets, cross-border structures and succession projects.
Experts in private and family wealth management
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