Family Governance
New Quadrant was founded on the belief that wealthy families need a broader service than the traditional law firm model offers. We act as trusted advisors, guiding families through all their legal and wealth management needs, and assembling the best teams to achieve their goals. Our clients, ranging from large landed estates to business entrepreneurs and sophisticated investors, share a common objective: maintaining and managing family wealth across generations. Our holistic approach includes developing and implementing a comprehensive family strategy, beyond just tax-efficient asset structuring.

Open-Ended Investment Company (OEIC)
We advise clients on the use of open-ended investment company (OEIC) structures. An OEIC is a UK-based investment fund designed to invest in stocks and other securities, providing a flexible investment solution for managing family wealth.

Family Partnerships
Our experts provide guidance on family partnerships, a holding company owned by multiple family members. This structure is ideal for retaining family business interests, real estate, securities, and other assets, offering significant benefits for tax planning, creditor protection, and succession planning.

Company Secretarial, Directorship, and Administration
New Quadrant offers a range of administrative services, including:

• Tax Return Preparation and Submission: Our team handles self-assessment tax returns for trusts, income tax returns for individuals, and various other UK tax returns, ensuring compliance with HM Revenue & Customs.
• Accounts Preparation: We prepare clear and concise annual accounts for trusts, charities, and companies, providing valuable insights into trust performance and financial status.

Family Investment Companies (FIC)
A Family Investment Company (FIC) is a key consideration for effective wealth management. We offer advice on whether a FIC is suitable for your family, addressing tax efficiency, company law, family law, board management, and administration. Our guidance helps you build a strategy for managing shareholder and board issues, investment considerations, and distribution policies, ensuring that family members benefit according to your objectives.

New Quadrant’s corporate services are designed to provide robust and dynamic support for managing and preserving family wealth, tailored to the specific needs of each client. Contact us today to learn how we can assist with your corporate and family wealth management needs.