Private Client & Family Enterprise
Private wealth and family enterprise issues sit at the intersection of ownership, succession, governance, tax, regulation and relationships. Clavius advises founders, business families, family offices and high-net-worth individuals on the structuring, stewardship and transition of privately held wealth and enterprise.
Our work spans succession planning, family settlements, governance frameworks, trusts and holding structures, shareholder arrangements and disputes within closely held businesses. We also advise where private-client matters intersect with corporate transactions, employment, insolvency, regulatory issues or cross-border assets, helping families preserve continuity while managing legal and commercial risk across generations and jurisdictions.
Capabilities
Family Governance & Succession
Advising on governance frameworks, succession planning, family constitutions and the transition of ownership and control across generations.
Family Settlements
Structuring and documenting family settlements, ownership realignments and negotiated arrangements designed to preserve continuity and reduce future conflict.
Trusts, Holding Structures & Estate Planning
Advising on trusts, holding structures, succession vehicles and estate-planning arrangements, including cross-border considerations.
Shareholder & Ownership Arrangements
Advising on shareholder agreements, voting rights, reserved matters, transfer restrictions and governance structures for closely held businesses.
Family Enterprise Governance
Advising boards, promoters and family stakeholders on governance, professionalisation, decision-making and the management of competing family and business interests.
Founder & Promoter Succession
Advising founders and promoter groups on leadership transition, ownership succession, management continuity and future governance.
Private Wealth Structuring
Advising on the legal structuring of family wealth, investments and assets, including arrangements involving multiple entities or jurisdictions.
Family & Shareholder Disputes
Advising on disputes involving ownership, succession, management, shareholder rights, family settlements and control of privately held enterprises.
Cross-Border Private Client Matters
Advising on family assets, ownership structures, succession and disputes involving more than one jurisdiction.
Philanthropy & Family Foundations
Advising on charitable structures, foundations, governance and long-term philanthropic arrangements.
Employment & Management in Family Businesses
Advising on executive roles, family-member employment, remuneration, succession and management arrangements within family enterprises.
Restructuring & Distress in Family Enterprises
Advising family-owned businesses and stakeholders where succession, ownership or governance issues intersect with restructuring, insolvency or financial distress.