Family Office Insights Programme

Supporting family office executives in navigating complex challenges

Leading a family office brings unique pressures. As the primary decision-maker you are tasked with addressing an exceptionally broad range of legal, regulatory and commercial issues. From governance and succession to cross-border compliance and family dynamics, the responsibilities are as varied as they are complex. And unlike many corporate counterparts, family office executives frequently face these challenges without a built-in peer network or immediate access to specialist advice.

We understand the weight of these responsibilities. Our Family Office Insights Programme has been designed to offer practical, relevant guidance on the issues that matter most. Through a series of webinars and facilitated discussions, we aim to equip you with the latest legal and market developments, share actionable insights, and foster connections with others facing similar challenges.

We have three events scheduled for 2025, all delivered online for your convenience. After each session, we will provide a full recording and summary of key takeaways – ensuring you have the tools you need to support your clients, your office and your long-term strategy.

25 June

Family office investment: the outlook for 2025 and beyond

1.00pm - 2.00pm

Explore the structures and investment terms that family offices are adopting for their direct and co-investment strategies across asset classes, including venture capital, private equity and M&A.

Speakers: Marie Bates, Richard Lane and Andy Peterkin

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25 September

Navigating Reputation Risks in the Era of Disinformation and AI

1.00pm - 2.00pm

In this session, Tom Rudkin will lead a discussion on how family offices can manage the reputation and privacy risks faced by their principals in a world of globalised content. With guest speakers (TBA), we’ll explore how AI and mass content creation are creating both risk and opportunity, as well as offering practical advice on protecting families in such a fast-evolving online world.

Speakers: Tom Rudkin

RSVP

17 November

A Question of Trust: Managing mental capacity

1.00pm - 2.00pm

We will explore the risks associated with capacity loss in trust structures, offering family office executives practical insights on how to safeguard wealth, maintain continuity of governance, and navigate cross-border capacity challenges. This session will equip you with the tools to protect your family’s legacy.

Speakers: Jennifer Ridgway

RSVP

Our key family office contacts

Bryony Cove

Partner

Private Client

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Simon Ward

Partner

Corporate

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Grania Baird

Partner

Banking & Financial Services

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Richard Lane

Partner

Corporate

Web profile

Russell Cohen

Partner

Private Client

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Meet the team

Supporting principals and families

Our private client legal advisers excel in providing you and your family with expert, highly tailored advice on wealth structuring, succession planning, tax strategies and avoiding and resolving disputes.

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Advising on succession planning and governance

Family businesses look to us for support when making decisions that will shape the future of their companies. We provide expert advice on governance, succession planning, and how to best remunerate both family and non-family executives.

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Related content

A Question of Trust

A video series offering practical insights for family offices on managing capacity risks in trusts. Our experts discuss key themes like settlor, beneficiary, and protector incapacity, providing valuable strategies for fiduciaries.

The Price of Fame

We explore the growing challenges of managing reputation in a hyper-connected world. From sextortion and trolling to the impact of the Online Safety Bill, our experts provide practical advice on safeguarding reputation, managing crises, and navigating digital threats.

A­­ Lasting Legacy

A video series exploring the impact of mental health issues, including dementia, on will-making. We examine the law’s response to the increasing vulnerability of the ageing population and explore how legal frameworks can better protect those in the “twilight zone” while empowering individuals to make decisions about their legacy.

Private Capital Trends for 2025

Key trends in private capital deployment, including increased dealmaking, exit activity, and the convergence of public and private markets, are explored in this article. Our experts also delve into the impact of the UK’s industrial strategy and AI on investment strategies and opportunities for 2025.

AI and the Future of Family Offices

This article examines how family offices can use AI to strengthen governance, accountability, and operational efficiency. It covers AI’s potential in streamlining compliance, improving decision-making, and automating tasks, with a focus on addressing security risks and ensuring successful implementation and training for future readiness.

Navigating next-gen succession in family businesses

This article explores the challenges of family business succession, focusing on the differences in risk appetites between founders and the next generation. Richard Lane highlights the importance of communication, respect, and honesty in ensuring a smooth handover and provides practical guidance for navigating complex transitions.

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