Join our Family Investment Company adviser panel
We work with regulated tax, legal, accounting and wealth professionals who advise families on Family Investment Companies. Join the panel, refer a client, or talk to us about working together.
How does the partnership work?
- Families who complete our assessment or contact us are introduced to panel members whose expertise fits their needs.
- You can refer existing clients for complementary FIC work while keeping the client relationship.
- Panel members advise under their own engagement letters, regulation and professional indemnity cover.
- Any commercial terms are agreed in writing before introductions begin.
Who do we work with?
- Chartered Tax Advisers and ATT members — structuring, share classes and inheritance tax planning.
- Private client solicitors and STEP members — articles of association, shareholder agreements and trusts.
- Chartered and certified accountants — company accounts, corporation tax returns and ongoing compliance.
- Discretionary fund managers and wealth advisers — investment management inside the company.
What standards do we expect?
- Current membership of a recognised professional body (for example SRA, ICAEW, ACCA, CIOT, ATT, STEP or FCA authorisation).
- Relevant experience advising on Family Investment Companies or private client structures.
- Appropriate professional indemnity insurance.