Succession planning and wealth transfer

Transferring assets from one family member to another is a complex and weighty decision – especially if it involves a family business, or assets located around the world. Both personal and business succession should be planned carefully by someone you trust. TMF Group has the knowledge and experience to give you the comfort that your planning, and its execution, are properly aligned with your overall financial and succession strategy.

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Taking the wider view in succession planning and wealth transfer

TMF Group takes the wider view of your succession planning and wealth transfer needs. We make sure everything is in line with your broad financial goals, as well as your estate and inheritance plan. Whether you want to gift assets to family members or provide support for philanthropic endeavours, we help ensure a smooth and efficient transition while taking care of any potential estate and inheritance tax complexities.

TMF Group’s private wealth and family office team helps you develop a detailed succession plan, working with your advisers to develop and administer the most appropriate solutions. Your plan must consider the tax implications of any strategy and look at the most appropriate provisions to protect personal and business assets, even after succession takes place.

We help with the establishment of trusts, foundations, and other asset-holding vehicles to facilitate succession, estate and inheritance planning. Once the preferred structure is set up, we make sure it runs smoothly. We provide trustee and other fiduciary services to manage the chosen structure in a compliant way. We can also offer company secretarial services and a registered office – while maintaining appropriate records and accounts for the structure at all times.

When it comes to legislative and regulatory obligations, we can take on the burden of filing all required returns and declarations. Our accounting package includes the preparation of financial statements, tax preparation and filing plus regulatory reporting – providing you with a complete and comprehensive service. You can rest assured that your structure, no matter how complex or simple, will always remain compliant.

Our services for succession planning and wealth transfer include:

What sets our services apart?

A dedicated team in 85 jurisdictions

Your dedicated client director within TMF Group is uniquely able to provide you with access to 120 wholly-owned offices in 85 jurisdictions – all managed through this single point of contact. They are on hand to help you, no matter where you or your assets are located.

TMF Group is the only company worldwide to provide the combination of fiduciary, company secretarial, accounting and tax, and HR and payroll services essential to the comprehensive servicing of both private wealth and family office clients across so many jurisdictions.

Independent

As a truly independent provider, we can work with your auditors, advisers and investment manager without any conflict of interest in corporate governance or local regulatory restrictions. We can act as an independent sounding board when needed.

International compliance

Our global team can help family offices navigate international regulatory compliance. We know that each jurisdiction implements its own local regime with unique challenges, creating a maze of localised regulation. It is no wonder in-house compliance teams struggle to keep pace.

Meet the team

Aynsley Vaughan

Global Head of Private Wealth & Family Office

Email: Aynsley.Vaughan@tmf-group.com
T: +44 2078 324 903
M: +44 7885 819 492

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Clive Britton

Head of Private Wealth & Family Office, Switzerland

Email: Clive.Britton@tmf-group.com
T: +41 225 44 8171
M: +41 079 948 3005

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We make a complex
world simple

TMF Group is a leading provider of critical administrative services, helping clients invest and operate safely around the world.

Our 9,100 experts and 120 offices in 85 jurisdictions worldwide serve corporates, financial institutions, asset managers, private clients and family offices, providing the combination of accounting, tax, payroll, fund administration, compliance and entity management services essential to global business success.

We know how to unlock access to the world’s most attractive markets – no matter how complex – swiftly, safely and efficiently. That’s why more than 60% of the Fortune Global 500 and FTSE 100, and almost half the top 300 private equity firms, work with us.

Our unique global delivery model, underpinned by our innovative digital platforms, means we can cover sectors as diverse as capital markets, private equity, real estate, pharmaceuticals, energy and technology, with experts on the ground providing local support.

With year-on-year growth averaging 8% since 2013, TMF Group is a trusted and reliable partner. Whether operating across one border or many, with a handful of staff or several thousand, we have the business-critical support you need to expand, operate and grow while remaining compliant, everywhere.

Get in touch for an informal conversation about your succession planning or wealth transfer needs.

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