Company
Position
Partner
Index
Accountants & Tax Advisers
Location
London
Advice type
Tax planning
Tax structuring
Client type
HNW
UHNW
International UHNWs
Sector Focus
Accounting
Spear's Review
'Family offices are in vogue right now. Even when it might not be worth it for a client, they still want one' says private client tax partner Oliver Morgan-Crosby of Evelyn Partners. 'So we often act as virtual family offices and can deal with everything from philanthropy to hiring.'
His client base — who have assets ranging from £30 million on one end up to multi-billions on the other — turn to him for advice relating to tax planning and structuring. But he tells Spear's that he has noted an evolution in the concerns of clients over recent years. 'They seem to be less concerned about minimising their tax obligations and more concerns about reporting requirements and due diligence.'
Rank: Recommended
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