Private Wealth

Integrated legal services for structuring, protecting, and transitioning private capital.

Sophisticated Representation for Complex Matters

Broadfield’s Private Wealth & Family Capital team offers a comprehensive range of services to wealthy families, high-net-worth individuals, entrepreneurs, founders, investors, and business owners, including structuring, managing, and protecting wealth across multiple jurisdictions and generations. We integrate personal, corporate, and capital strategies to help clients align business outcomes with personal legacy, tax efficiency, and long-term family objectives.

Our clients include wealthy families, innovators, deal makers, and investors who seek sharp, commercially focused advice that keeps pace with their businesses and capital platforms. We collaborate smoothly across corporate, transactional, tax, governance, and wealth structuring teams to support clients throughout their business lifecycle—from capital creation and liquidity events to succession, family governance, and global mobility.

Our Services

Tax-efficient wealth structuring for UK and international families
Business succession planning and intergenerational transitions
Cross-border estate and trust planning
Residential and investment property transactions
Specialist leasehold enfranchisement
Family governance and shareholder agreements

Full range of matrimonial services
Immigration and global mobility for entrepreneurs and investors
Philanthropic and impact investing structures
Founder and management participation in PE-backed transactions
M&A and corporate structuring for privately held businesses

Key Highlights

Trusted by

Serial Entrepreneurs, Founder-Led Businesses, and Private Investors

Deep integration

Between Corporate, Tax, and Private Wealth Advisory Teams

Strong track record

Advising on a Wide Range of Personal and Business Matters

Cross-border capabilities

For Globally Mobile Clients

Seamless support for

Private Capital Investing Across Sectors and Asset Classes

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Why Broadfield

Our Private Wealth team understands the rhythm of wealth: building, developing, protecting, and passing it on to the next generation. We collaborate with clients throughout this entire cycle, integrating our full range of services to offer the right support when needed. Whether addressing clients’ needs—whether you’re considering support for future generations or selling a business—we provide flexible solutions that align with the complexity of our clients’ ambitions and immediate needs.

We also leverage advanced technology and AI-driven planning tools to enhance wealth visibility, streamline structuring, and deliver greater clarity and value for clients navigating complex, multi-jurisdictional wealth landscapes.