Family Office Lawyers for UHNW Families
PBL Law Group is the leading law firm for architecting the legal & governance framework of your family office.
- Family Office Design & Domicile
- Generational Governance & Constitution
- Regulatory Compliance & Risk Management
- Dispute Resolution & Fiduciary Risk
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Who Our Family Office Lawyers Help
Founders & Entrepreneurs
We architect the transition from your operating business to a professional family office.
Family Office Executives
We act as your external general counsel, providing the strategic legal architecture for your SFO.
Next-Generation Leaders
We design the governance frameworks to empower your transition into leadership.
Multi-Generational Families
We design the formal governance to preserve your family's unity & capital for generations.
Post-Liquidity Businesses
We create your family office from the ground up to professionally manage your new liquid wealth.
End-to-End Family Office Legal Services
Single Family Office Set-Up & Jurisdiction Selection
We set-up your single family office (SFO) & select the premier jurisdiction for your new or existing family office.
Governance & Family Constitution
We draft your family’s formal constitution, creating the rulebook to preserve unity & capital for generations.
FO Regulatory & Compliance
We navigate the complex global regulatory landscape to ensure your family office is fully compliant.
FO HR, Remuneration & Immigration
We manage the complex legal aspects of your executive team, from sophisticated remuneration to immigration.
Disputes/Fiduciary Risk & Reputation
We defend your family & its fiduciaries against internal & external disputes, mitigating risk & protecting your reputation.
Cybersecurity & Digital Risk Governance
We design the legal framework to manage your SFO’s fiduciary risk & digital asset security.
Real 5-Star Client Reviews
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Our Family Office (UHNW) Process
1
Family Charter & Blueprint
We define your family’s constitution & design the strategic blueprint for your family office architecture.
2
Structural Design
We design the optimal legal architecture & selecting the premier jurisdiction to achieve your family’s mandate.
3
Flawless Implementation
We execute the blueprint, managing all entity formations, regulatory filings & governance document drafting.
4
Ongoing Counsel
We act as your external general counsel, providing ongoing stewardship to navigate generational transition.
Generational Stewardship Demands Elite Counsel
A family office is the professional headquarters for your entire legacy. Its success depends on navigating a complex matrix of legal, tax, commercial, & family challenges. This requires a level of integrated, multi-disciplinary counsel that no single individual or standard law firm can provide.
PBL Law Group acts as the external general counsel to the world’s leading families. Our team of Raea Khan, Mark Lea, George Halikiotis, & Anthony Watson unites Australia’s foremost expertise in legacy architecture, trust law, commercial transactions, & complex tax. We ensure that your family office operates with professional discipline & generational resilience.
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We will call you within 24 hours.
Why Choose Our Family Office (UHNW) Lawyers
1
Holistic Legacy Architecture
We develop a holistic architecture for your family, business & wealth for no structural weak points.
2
Multi-Disciplinary Mastery
We provide integrated counsel from elite tax, commercial, trust & legacy experts for a multi-generational framework.
3
Designed for Generations
We go beyond standard estate planning, architecting structures that endure & adapt for generations.
4
Government-Level Insight
We offer unmatched insights from government-trusted counsels, ensuring a superior & resilient family office.
Visit Our Private Client Lawyers
We provide expert private client advice internationally. Meet with our team at our CBD offices in Singapore or Sydney.
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We will call you within 24 hours.
Investment Strategy is Not a Governance Structure
A Family Office built solely on asset allocation is a fragile ecosystem. While wealth managers focus on returns, they ignore the structural fault lines that destroy dynasties: internal discord, regulatory overreach, and jurisdictional mismatch.
PBL Law Group transforms your Family Office from a passive investment vehicle into a robust, legally resilient institution. We replace informal understandings with enforceable governance, ensuring your family’s unity lasts as long as its wealth.
Blood Ties Are Not a Legal Framework
Relying on “shared values” to govern a multi-generational fortune is a strategy based on hope, not law. Without a codified decision-making structure, your Family Office becomes an arena for emotional conflict rather than a vessel for wealth preservation.
PBL Law Group replaces unspoken expectations with constitutional clarity. We draft the “rules of engagement” for your dynasty—creating binding Family Constitutions and governance charters that define roles, succession paths, and dispute resolution mechanisms.
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The End of Secrecy, The Era of Scrutiny
Today, Family Offices operate in a glass house, surrounded by a global dragnet of reporting standards (CRS, FATCA) and aggressive AML regulations. Treating these obligations as mere administrative checkboxes is a dangerous oversight.
PBL Law Group builds your regulatory firewall. We do not just file reports; we stress-test your entire structure against the evolving demands of global transparency. We protect your privacy through precision, not evasion.
From Kitchen Table to Boardroom
A modern SFO must operate with the sophistication of an institutional investor, yet many are staffed and structured like a family hobby. Using informal employment arrangements or failing to secure proper visas for key staff creates operational fragility.
PBL Law Group professionalises the “human capital” of your Family Office. We design executive remuneration packages and employment structures that align the interests of your staff with the longevity of your wealth.
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FAQs for Family Office (UHNW)
What is a Single Family Office (SFO)?
An SFO is a privately-owned entity established by a UHNW family to act as the professional headquarters for their entire wealth. It manages investments, tax, legacy planning & administration as a cohesive enterprise.
When should a family establish an SFO?
An SFO is typically considered after a major liquidity event, or when a family’s wealth reaches a level of complexity where professional, centralised management becomes a necessity for preservation & growth.
What is the primary purpose of a Family Constitution?
A Family Constitution is the formal rulebook that governs your family’s relationship with its wealth. Its purpose is to pre-emptively solve for future conflict by setting clear rules for governance, succession & dispute resolution.
Why is a formal governance structure so critical?
Informal governance is the single greatest threat to multi-generational wealth. A formal structure replaces emotion with professional discipline, which is essential for preserving family harmony & making sound financial decisions.
What is "fiduciary risk"?
Fiduciary risk is the legal risk faced by those in a position of trust—such as a family office CEO or a trustee—for failing to act in the best interests of the beneficiaries. It can lead to personal liability & costly litigation.
Why is jurisdiction selection important for an SFO?
The SFO’s jurisdiction is its legal home. This choice is critical as it dictates the long-term tax treatment, regulatory environment, privacy laws & legal security of your family’s entire capital base.
What are CRS & FATCA?
The Common Reporting Standard (CRS) & Foreign Account Tax Compliance Act (FATCA) are global automatic information exchange regimes. A family office must have a robust compliance framework to manage its reporting obligations under these complex rules.
How do you structure executive remuneration in an SFO?
SFO executive remuneration is highly bespoke, often blending a base salary with sophisticated long-term incentives (like co-investment rights) designed to align the executive’s interests with the family’s long-term success.
How does a family office handle disputes?
A well-designed governance framework will have clear, pre-agreed mechanisms for dispute resolution, such as mediation or arbitration. This is critical for resolving conflict privately & preventing value-destructive family litigation.
What is the role of a Family Council?
A Family Council is a formal governing body for the wider family. Its role, defined in the constitution, is to represent the family’s interests, make key decisions & provide a forum for communication, separate from the SFO’s day-to-day management.
What is an SFO's "investment mandate"?
This is a formal document, approved by the family, that defines the SFO’s investment philosophy, risk appetite, asset allocation targets & liquidity requirements. It is the core guiding document for the Chief Investment Officer (CIO).
How is an SFO different from a Multi-Family Office (MFO)?
An SFO serves a single family exclusively, offering bespoke control & absolute privacy. An MFO is a commercial enterprise that provides services to multiple UHNW clients, offering less control & privacy.
Why is multi-disciplinary legal counsel so important?
A family office operates at the intersection of trust, tax, corporate & employment law. Integrated counsel from a firm like PBL Law Group is essential to ensure a structure has no legal, tax, or commercial weak points.
Can an SFO manage philanthropy?
Yes. An SFO is the ideal vehicle to manage a family’s global philanthropic activities. This can be done through an integrated foundation, a Donor-Advised Fund (DAF), or a dedicated philanthropic team.
How long does it take to establish an SFO?
The process typically takes 6 to 12 months. This includes the strategic design of the family constitution, jurisdictional selection, legal implementation & the hiring of key executives.
How Our International Private Client Lawyers Can Assist You
Cross‑Border Tax & Residency
We architect & defend your optimal global tax & residency strategy, turning complexity into a powerful strategic advantage.
Wealth Protection & Privacy
We engineer multi-layered legal fortresses to shield your wealth & privacy from the complex risks of a transparent world.
Investment & Growth Structures
We structure the institutional-grade architecture to professionally deploy, manage & grow your private capital.
Global Mobility & International Residency
We develop the legal & operational framework for a life of global freedom, built on a foundation of absolute security.
International Estate Planning & Legacy
We architect the legal framework to protect your family, business & wealth across borders & generations.
Family Office for UHNWI
We provide the elite counsel to transform your wealth from a collection of assets into an enduring family enterprise.
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