ISOLAS LLP introduces Legacy Family Office Services

ISOLAS LLP, along with the Fiduciary Group of companies, offers a full suite of family office services under the brand banner of Legacy. Having acquired Legacy Consulting Limited in January 2018, ISOLAS is proud to be able to offer a complete suite of family office services to new and existing clients.

 

 

Through Legacy,  ISOLAS and Fiduciary, are offering family office services in a unique, boutique approach, with its packaged, all-in-one solution, offering high net worth individuals and their families all the various elements of a family office offering under one roof, including legal, compliance, HR, accounting and corporate structuring among others.

Our tailored approach gives our clients the options, solutions and results they require because we recognise, nurture and protect the individual needs of our client’s personal and business affairs.

Legacy provides a full and comprehensive range of services to High Net Worth Individuals, their families and their businesses. Our services include personal legal and tax advice, advice on effective and transparent asset protection and wealth management structures through family office arrangements, family governance, corporate and commercial advice, private equity and philanthropy.

Whatever the circumstances of our clients, we will help them to achieve their goals and to create a legacy that lasts.  

"...let your family’s well-being and peace of mind be our Legacy"

 

Legacy's services include, amongst others, family governance services, including the drafting of a family constitution, implementing a governance structure for family offices; forward planning and succession management, conflict management, and estate management.

In the private equity context, we work with clients across the full spectrum of private equity activity and support our clients from a legal advisory perspective - in particular, our clients highly value our expertise in fund formation and our ability to manage multi-jurisdictional projects;

In relation to business enterprise we are able to offer the services in the establishment and structuring of family offices, wealth management structuring, as well as acting as a liaison with licensed providers in the wealth management context generally;

In the commercial context we are able to offer a full range of services enabling our clients to run their business efficiently and effectively. We are able to offer capital duty and tax planning, review and drafting of contracts, the establishment of employee share participation schemes, advising in relation to shareholder disputes and even on relocations.

Our private client offering tends to the needs of high net worth individuals and their families, advising and assisting where required in respect of legal and commercial matters, asset holding & wealth management, companies, trusts & foundations, succession planning & wills, philanthropy and, of course, relocation.

Speaking of property, Gibraltar’s property market has grown significantly in recent years, and continues to do so. In relation to commercial property we are able to advise in relation to renewals of leases, new construction, sale and purchase as well as in respect of landlord and tenant disputes. In the residential property context, we are able to advise in relation to all relevant matters including advice on stamp duty, registration costs as well as assisting you on the financing elements of a property acquisition.