Private Wealth
We advise families, founders, and investors on structuring, protecting, and transferring wealth across borders and generations, aligning their strategies with tax and governance considerations.
Structure Today,
Secure Tomorrow
Broadfield advises wealthy families, founders, investors, and business owners on structuring, managing, and protecting wealth across different jurisdictions and generations. We integrate personal, corporate, and capital strategies to help clients align their business outcomes with legacy goals, tax efficiency, and long-term family objectives.
Working seamlessly with our corporate, tax, funds, and disputes teams, we support the entire life cycle of private wealth, from capital creation and liquidity events to succession planning, governance, and global mobility.
Our Services
- Tax-efficient wealth structures
- Cross-border estate and trust planning
- Business succession and probate management
- Family governance frameworks and shareholder arrangements
- Founder and management participation in private equity-backed transactions
- Liquidity event planning, including pre- and post-sale strategies
- Philanthropy, including foundations and donor-advised funds
- Immigration and global mobility for entrepreneurs and investors
- Corporate holding vehicles, family investment companies, and co-investment arrangements
- Risk management, asset protection, and contingency planning
- Coordination with external advisers, trustees, and family offices
Key Highlights
Integrated advice
Corporate, Tax, Funds,
and Private Wealth
Under One Roof
Global reach
Solutions for
Mobile Families
and Cross-Border Assets
Founder-focused
Practical Strategy
Around Exits and
Reinvestment
Governance first
Durable Frameworks
that Reduce Family Friction
Discreet execution
Partner-Led Teams
with Close Coordination
Across Advisors
News & Insights
Acknowledged for excellence and innovation across multiple awards.
Broadfield won the Innovation in Strategic Direction category at the Financial Times Innovative Lawyers Awards 2025.
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