Family investment company solicitors

Family investment companies (FICs) have become one of the most effective ways for families to preserve, control, and pass on wealth. They combine the flexibility of a private company with the long-term planning advantages once reserved for trusts, allowing parents or founders to retain control while gradually transferring value to children or other family members.

For families with significant assets or property holdings, an FIC can provide a central structure for managing investments and wealth across generations. It can also be tailored with different share classes, voting rights, and governance arrangements, giving families a clear and adaptable way to decide how and when wealth passes down the line.

Establishing an FIC requires detailed legal planning. Every element—from the incorporation and share structure to the articles of association and shareholders’ agreement—must be drafted to reflect the family’s intentions and protect control. 

Our solicitors advise on each stage, working alongside your accountant, tax adviser, or wealth manager to create a structure that is compliant, robust, and aligned with your long-term goals.

Our role in setting up a family investment company

Setting up an FIC involves much more than company registration. It’s about creating a legal framework that ensures control, ownership, and value transfer are managed in a way that works for your family’s future.

Our solicitors handle every stage of the process, including:

• Incorporation and company formation.
• Drafting bespoke articles of association.
• Preparing shareholders’ agreements.
• Creating multiple share classes to balance control and value.
• Advising on director appointments and governance.
• Transferring property, shares, or investments into the company.
• Managing company secretarial and compliance requirements.

Working alongside your tax adviser

We work closely with accountants, tax specialists, and wealth managers to ensure the legal framework supports your wider financial strategy. Our focus is on creating a clear, compliant structure that provides long-term stability and protects family interests.

Ongoing advice and restructuring

A family investment company should evolve as family circumstances change. Our team can provide ongoing advice and legal support to keep your structure effective and compliant. We assist with:

• Adding or removing shareholders.
• Varying share rights or classes.
• Reviewing governance and resolving disputes.
• Winding up or restructuring the company when required.

Specialist solicitors for family investment companies

With offices in London and nationwide, we combine corporate, private client, and property expertise to offer a complete service for families establishing or managing an FIC.

Our solicitors regularly advise high-net-worth individuals and families with complex assets, including high-value property portfolios. We design tailored company structures that preserve control, protect wealth, and support smooth succession planning.

Get in touch with our corporate solicitors to discuss how a family investment company can support your family’s goals.