Our Expertise

Wealth planning clarifies the role of the family’s assets and how they should be held and invested to serve its goals across generations.

The team at McPherson Reed creates an investment strategy with the family and oversees the banks and managers who carry it out, reviewing performance against the objectives set at the start. Succession and estate planning are part of the same work, coordinated with the family's legal and tax advisers so that the structure and the strategy stay aligned.

For many families, giving is one of the most personal expressions of their values. We help families shape their giving around the causes that matter to them, putting the right structures in place to support their philanthropic goals.

McPherson Reed guides the creation of a foundation or a donor-advised fund and introduces families to organisations whose work matches their interests.

As a family grows, a shared framework provides a clear basis for collective decision-making. Governance gives the family an agreed way to make decisions and to bring new members into its affairs. McPherson Reed helps families set out their principles in a family charter while giving every member a voice.

Education runs alongside. We prepare younger members for the responsibilities they will inherit, with sessions on investment and the duties of ownership, pitched to each member's age and experience. The aim is a generation that is ready to take part when its time comes.

Families with members or assets in several countries face reporting obligations in each of them, and the requirements change often. We keep track of the family's obligations across its jurisdictions and make sure filings are prepared and submitted on time.

Specialist tax partners in each country provide the advice, and McPherson Reed coordinates their work so that every adviser works from the same information. The family receives a single, coherent account of what is filed on its behalf.

We keep the family's books and produce consolidated reporting across all its holdings, so the family can see its position in one place. Reporting is prepared to the frequency and level of detail each family prefers.

McPherson Reed also manages the family's relationships with its banks, including account opening and the negotiation of terms. We also review banking arrangements periodically, to check that each relationship still serves the family and that its costs stay reasonable.

Protecting what a family has achieved is part of looking after it. We review the family's position as a whole and identify where it is exposed.

With the family, McPherson Reed puts the right protections in place and revisits them as the family's life changes, keeping its position secure in the years ahead.