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Private Wealth & Family Offices

Structures That Reflect How Wealth Is Actually Owned and Passed On

Averites advises founders, entrepreneurs, shareholders, family offices and high-net-worth individuals on the tax and legal structuring of business interests, investments, liquidity and private wealth.

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OUR APPROACH

How We Advise on Private Wealth and Family Office Matters

  1. Why Personal and Business Wealth Are Rarely Separate

    For many successful entrepreneurs, personal wealth remains closely connected to the businesses they founded or own. A financing, dividend, sale, relocation or succession event can therefore create consequences across both the corporate and personal sides of the structure.

  2. What We Advise On

    We advise clients on founder and shareholder holding structures, ownership of foreign companies, investment vehicles, family holding arrangements, distributions, capital gains, equity compensation, liquidity events and cross-border investment.

  3. Why Timing Matters Before a Major Transaction

    Our work frequently begins before a major transaction. Founders considering a financing, partial secondary sale or full exit may benefit from reviewing their ownership structure before the transaction becomes imminent. Decisions taken after an agreement has effectively been reached may be considerably more constrained.

  4. International Mobility and Tax Residence

    We also advise private clients on international mobility and tax residence. Entrepreneurs and executives who live, work, invest or maintain family connections across several jurisdictions may face overlapping residence rules, reporting requirements and taxation of foreign assets or companies.

  5. Coordinating Personal and Corporate Structure Across Jurisdictions

    Where a client owns businesses through several jurisdictions, we coordinate the personal and corporate analysis so that the legal structure remains coherent from both perspectives.

  6. Advising Family Offices and Private Investment Structures

    Averites also advises family offices and private investment structures on holding companies, investment vehicles, governance and transactions involving private assets.

  7. Succession Planning

    Succession planning is another important part of private wealth structuring. We advise business owners on the transfer of ownership among generations, family governance, continuity of control and the legal and tax consequences of succession arrangements, working with trusts, estates and other specialist advisers where required.

  8. Our Objective — Structures That Match Reality, Not Unnecessary Complexity

    Our objective is not to create unnecessarily complex structures. It is to establish arrangements that reflect how the client actually owns, manages, invests and intends to transfer wealth.

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Precision across borders. Book a Meeting

New York c/o Chornous Law PLLC
30 Wall Street, 8 Floor
New York, NY 10005 Phone: +1 650 382 7764
London 124 City Road
London, England
EC1V 2NX Phone: +44 7405 138109
Kyiv 11 Panasa Myrnoho Street
Office 1/1
Kyiv, 01011 Phone: +380 63 148 27 37

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FAQ

Frequently Asked Questions

  • For many successful entrepreneurs, personal wealth remains closely connected to the businesses they founded or own. A financing, dividend, sale, relocation or succession event can therefore create consequences across both the corporate and personal sides of the structure.

    • We advise clients on founder and shareholder holding structures, ownership of foreign companies, investment vehicles, family holding arrangements, distributions, capital gains, equity compensation, liquidity events and cross-border investment.

      • As early as possible. Founders considering a financing, partial secondary sale or full exit may benefit from reviewing their ownership structure before the transaction becomes imminent, since decisions taken after an agreement has effectively been reached may be considerably more constrained.

        • Yes. Entrepreneurs and executives who live, work, invest or maintain family connections across several jurisdictions may face overlapping residence rules, reporting requirements and taxation of foreign assets or companies.

          • Both. Averites advises family offices and private investment structures on holding companies, investment vehicles, governance and transactions involving private assets.

            • Yes. We advise business owners on the transfer of ownership among generations, family governance, continuity of control and the legal and tax consequences of succession arrangements, working with trusts, estates and other specialist advisers where required.

              • No. Our objective is not to create unnecessarily complex structures — it is to establish arrangements that reflect how the client actually owns, manages, invests and intends to transfer wealth.