Private Client

Business Interests

Personal business interests connect company decisions to the owner’s family and long-term plans.

Discuss your priorities

The wider perspective

Your life is connected. Your advice should be too.

Family, business interests and personal assets rarely exist in isolation. Millcorn Private Client connects the professional questions around ownership, continuity and life across borders, with attention to the people and priorities behind each decision.

In focus

An owner-level agenda connecting corporate and private client advice.

From perspective to action

An owner-level agenda connecting corporate and private client advice.

Privacy, access to information and authority to make decisions should be agreed from the outset.

The engagement begins with a shared view of the questions to resolve, the work to be delivered and who is responsible. As the matter develops, the plan can be reviewed against new information and changing priorities.

Explore your next step

Where we can help

The questions that matter.

Business Interests

01

Ownership map

An ownership map helps connect personal interests with company decision rights and existing agreements.

Existing ownership, family arrangements and advisers are the starting point.

02

Company decisions

Changes to the company may affect the owner’s tax, family and succession plans.

A change in one country or one family asset can affect tax, succession and administration elsewhere.

03

Personal consequences

Corporate and private client advisers work from a shared understanding of the business and personal objectives.

Privacy, access to information and authority to make decisions should be agreed from the outset.

See the connections

One decision. A wider impact.

A change in one country or one family asset can affect tax, succession and administration elsewhere.

We identify the dependencies early, so the relevant professionals can work from a shared understanding of the objective and the information available.

Talk through the connections
How the work connects
Millcorn●
  1. 01Ownership map
  2. 02Company decisions
  3. 03Personal consequences

Designed for the next decision

Clarity you can work with.

The exact scope and deliverables are agreed for your circumstances. The aim is to make the relevant information, choices and responsibilities clear.

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A consolidated picture of your affairs

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An adviser and responsibility map

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A programme for decisions and review

Working together

A clear path through the work.

  1. 01

    Understand your priorities

    Personal business interests connect company decisions to the owner’s family and long-term plans.

  2. 02

    Connect the arrangements

    Existing ownership, family arrangements and advisers are the starting point.

  3. 03

    Support continuity

    An owner-level agenda connecting corporate and private client advice.

Before we speak

Start with your priorities.

A complete file is not needed for an initial enquiry. Tell us what you want to achieve, the countries involved and any relevant dates.

Shareholdings, shareholder agreements, business plans.

Start a conversation
What information is useful at the outset?+

Shareholdings, shareholder agreements, business plans. We will identify what needs to be clarified before agreeing the engagement.

How does this connect with other advice?+

A change in one country or one family asset can affect tax, succession and administration elsewhere.

How are fees and timing agreed?+

The relevant professionals review the circumstances, available information and dependencies. Scope, responsibilities, fees and the timetable are then agreed for the specific engagement.

Your next move

Let’s talk about what matters to you.

Start a conversation