There is an old Scottish concept of a ‘man of business’.
That concept is alive and well today in the Private Client and Estates Department of morisons.
Ours is an intensely personal service. We take our position of trust as a privileged responsibility. We’ve acted for some families for several generations.
Our job is to help protect and develop the family assets and business interests. Importantly we look to the prosperity of future generations. Our job is also to assist in unfamiliar situations and times of difficulty.
Effective wealth planning includes a wide range of issues, from guidance on a family strategy to wills, trusts, and investments to insurances, taxation (including tax mitigation) and relationships with other professional advisers.
In rural affairs and landed estates our expertise covers such areas as: participation in management teams, strategy for the present and future generations, land reform legislation, agricultural leases and partnerships, the sale of rural land, joint venture arrangements with and sales to developers, as well as mineral exploitation and leasing sites for mobile phone masts and wind farms.
morisons also deal with the formation and administration of family charitable trusts, the administration of Executries and Guardianships, and the preparation of Powers of Attorney.
And, increasingly, we are asked to participate in arrangements for the care of the elderly with related funding issues.
Whatever the field, when it comes to family wealth, we can help keep it where it belongs: firmly in the family.
