Navigating change and managing risks for private clients

Whether you are buying or selling, investing or divesting, building wealth or passing it on, you want to know that tax is not going to cause any headaches.

Entrepreneurs and High Net Worth (“HNW”) individuals need close partners in navigating business objectives and structuring their assets. A&M’s Private Client Advisory & Compliance practitioners work hand in hand with international business owners to optimise tax structures and maintain compliance over the long term.

A partnership approach for domestic and international innovators

A&M’s private clients operate across international markets while retaining a U.K. or European base. We understand that our private clients enjoy enduring and trusted relationships with wealth and asset managers and/or family offices. A&M’s operational and strategic heritage helps us add value to these partnerships, letting our clients view their tax decisions in the round.

When should you think about engaging a specialist tax advisor?

Many HNWs keep one eye on ongoing opportunities to efficiently transfer wealth and divest appropriate assets. If you are building toward a realisation event such as a divestment, public listing or merger, you need to understand how best to structure your affairs in advance to reduce the risk of avoidable inefficiencies emerging. This applies to:

• Investment structuring
• Pre-sale planning
• Tax return compilation and reporting
• Estate and inter-generational planning

Why A&M?

We seek to develop trusted partnerships that free our clients up to do what they do best: growing their businesses, planning for the future, and taking care of loved ones, without worrying about the granular detail of international tax structures.

A&M’s focus on clear and concise advice helps our clients make sustainable decisions with confidence. Our differentiated approach means our clients benefit from one point of contact with overall responsibility for advisory and compliance: no more being shunted from pillar to post.

Alternative Contacts:

James Arrowsmith, Director
jarrowsmith@alvarezandmarsal.com 

Jonathan Brecker,  Director
jbrecker@alvarezandmarsal.com

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