Our Services

Private Wealth Legal Advice

A collaborative, results-driven approach to private wealth management

RMW Law's private client legal team serves individuals, entrepreneurs and families with sophisticated, holistic solutions designed to preserve and transfer wealth across generations. 

Our approach combines technical excellence with a deep understanding of the complex personal, commercial, taxation, and governance challenges that accompany substantial wealth.

As a boutique law firm, we operate with exceptional agility, implementing substantial projects independently or serving as strategic coordinators for complex, multi-jurisdictional initiatives involving multiple advisors.

A distinctive component of our approach is to deconstruct any planning proposition into its simplest components before devising any proposed strategy or solution. In this sense, we see ourselves as problem solvers rather than advisers who merely restate the existing law.

Speak with a partner

“The firm is highly creative with sensitivity to cross-border/international issues. Its solutions are highly results-driven, and care is always taken to address all issues presented.”

Private Wealth Law respondent,
High Net Worth

Working with complexity, planning for continuity

We help clients navigate the most complex private wealth matters, combining legal precision with an understanding of family dynamics and long-term responsibilities.

Comprehensive wealth structuring

We review existing arrangements to identify key issues and create streamlined, durable solutions. Our expertise spans trusts, private trust companies, and foundations – supporting family governance, succession, tax efficiency, and asset protection.

Collaborative, long-term support

We work alongside clients’ advisers and family offices, or connect them with trusted professionals from our network. Our partner-led model fosters lasting relationships, ensuring structures evolve with family transitions, regulatory change, and new opportunities.

Global expertise in family governance

With clients worldwide, we advise on cross-border tax and compliance, coordinating with overseas advisers where needed. We design governance frameworks – family constitutions, protocols, and decision-making structures – that prepare the next generation to steward wealth effectively and harmoniously.

Taxation

As the scope of domestic taxation around the world increases, so do the challenges of managing the taxation burden for international families, to minimise complexity and the incidence of double taxation to the extent possible.  

Whilst specialists in UK taxation matters for individuals and trusts, we have practical experience of many tax systems around the world, and frequently draw together tax advice across multiple jurisdictions to be able to present the overall picture and optimal wealth structuring proposals to our clients.  

A grid of all the RMW Law team

A discreet,
partner-led model

We do not operate as a large-scale law firm. Clients work directly with a named partner who leads each matter throughout the process. This ensures consistent advice, informed judgment and a relationship built on trust.

Where required, we act as lead adviser across the legal aspects of a wider strategy – collaborating with tax professionals, investment managers, trustees or other lawyers. Many clients ask us to coordinate workstreams, run tender processes, or help select external advisers in other jurisdictions.

The breadth of our experience – and the depth of our network – means we can support highly tailored outcomes, while maintaining absolute discretion at every stage.

Meet our partners

Governance and succession with long-term clarity

Families come to us for guidance on how to align the ownership and control of their assets over time. This may involve transitioning a business to the next generation, creating oversight frameworks for family decision-making, or designing structures to hold wealth in a stable and tax-efficient way.

We support legal governance for:

  • Active operating businesses
  • Family investment vehicles
  • Philanthropic and charitable entities
  • Multi-generational trusts and foundations

Our role is to ensure the legal frameworks are robust, compliant and aligned with the family’s broader goals – now and in the future.

Get in touch

Strategic thinking for families and their advisers

We are often introduced to families through other professionals – accountants, private bankers, family office executives or fellow lawyers. Our approach is collaborative, respectful of existing relationships and focused on practical outcomes.

We are also experienced in supporting families who are establishing, reorganising or reviewing their family office functions, helping them think through the legal foundations required for scale and longevity.

Talk to us about Private Wealth Management

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