Private Client Services

Private Client Services

Structured support for individuals, families, entrepreneurs and international clients seeking continuity, protection and long-term value

Our Private Client Services are designed for individuals, families, entrepreneurs, family businesses and international clients to assist them in protecting, organising and managing their wealth effectively and discreetly through Sterling Legal Solutions.

We advise on the structuring and management of corporations, trusts, foundations, family investment structures, succession plans, and other types of holding companies when necessary, along with any reporting, administrative or advisor assistance.

Our philosophy centres on continuity, asset protection, governance, confidentiality, philanthropy and international considerations with expertise in dealing with clients with connections to the United Kingdom, Europe, North Africa, the Middle East and beyond.

Private Client Services

Structures, assets and family continuity

Trust, Company and Foundation Services

Structured solutions for wealth, succession, asset protection and long-term family governance.

Discretionary trusts
Reserved powers trusts
Private trust companies and managed trust companies
Foundations
Family limited partnerships
Private companies and asset-holding structures

Private Trust Companies

Dedicated trustee structures for families seeking control, continuity and confidentiality.

Family control
Confidentiality
Continuity
Ease of changing trusteeship

Philanthropy

Structured support for charitable giving, legacy planning and social impact.

Charitable and non-charitable trusts
Charitable companies and foundations
Donor and co-founder coordination
Philanthropic governance documents
Legacy and succession-linked giving coordination
Sharia-sensitive philanthropic structuring

Real Estate

Property structuring, administration and coordination for private clients, families and investors.

Property ownership structuring
Property investment and development vehicles
Purchase, sale and letting coordination
Directorship and governance support
Finance and refinance coordination
Reporting, portfolio administration and ATED-related support

Managing Lifestyle and Luxury Assets

Structured support for the ownership, administration and long-term management of high-value personal and family assets.

Ownership structuring
Asset-holding companies and vehicles
Family governance and succession coordination
Cross-border asset coordination
Privacy and confidentiality support
Ongoing asset management coordination

Wills, Probate and Lasting Power of Attorney Services

Clear planning for wills, succession, family protection and future decision-making.

Will writing support
Estate and legacy planning
Lasting power of attorney support
Probate coordination
Executor and family administration support
Cross-border succession coordination

Accounting, Tax Compliance and Regulatory Reporting

Financial administration, reporting coordination and compliance support for private clients, families and asset-holding structures.

Tax compliance coordination
Annual financial statement preparation and auditor liaison
Monthly management accounts
Bookkeeping of client structures

Family Office Services

For clients requiring ongoing coordination across multiple structures, advisers and assets, our Family Office Services provide a more integrated support model.

Family Office Services

Why Sterling

Discreet, relationship-led support for private clients and families
Structured planning across trusts, companies, foundations and asset-holding vehicles
Cross-border understanding across the UK, Europe, North Africa and the Middle East
Integrated support covering administration, reporting, governance and adviser coordination
Practical experience with family businesses, entrepreneurs and international clients
Clear, professional documentation designed around long-term continuity

Planning for continuity, protection or family governance?

Tell us about your family, assets, structures or long-term objectives and we will prepare a tailored proposal covering scope, timeline and fees.