Smith & Williamson specialise in financial and professional advice for business-owning families. These combine accountancy and tax advice, as well as investment management and strategic advice.
We advise family businesses on their corporate tax and accountancy issues and family members on a wider range of personal tax, trust, pensions and succession planning matters.
Our strategic advice offering includes: strategic governance structure and supporting documents (eg terms of reference, family mission statement, constitution), forming family assemblies and or councils, next generation preparation and advising on the role of philanthropy. Our strategic business advice for family businesses includes: installing internal share markets, advice on share buy-backs, creating or reviewing business structures, tax efficient cash extraction and considering external capital or exit.
Smith & Williamson is characterised by our ability to integrate these complementary services from one firm that is dedicated to private capital.