Family Business Advice

Family businesses are unique and so require specialist advice to help protect their legacy, as well as to design and implement effective succession plans for the long term. We will walk you through each process to ensure you achieve your specific business and personal goals.

We know there’s nothing more personal than a family business.

Family businesses are the backbone of the economy, and in our experience, no two are alike. Yours may comprise a number of generations, motivations and end goals, and we know the value in a clear understanding of the dynamics involved.

We champion an awareness of stakeholder’s values, vision and commitment to the company, whether family members are aligned or enjoy a healthy range of ambitions for the future. We listen to your goals as an entrepreneur and family member, asking the right questions to identify challenges and then design solutions that work for everyone.

How we can help:

  • Succession and continuity planning
  • Governance for the family
  • Digital strategy and cyber security
  • Tax efficient remuneration planning
  • Profit extraction
  • Wealth management
  • International expansion

Why choose Mazars?

We are passionate about working with family businesses and provide a sensitive and flexible approach to planning that suits the specific needs of our clients. We do this by getting to know you and your family, to fully understand both the history and the future plans for the business.

Our family business team includes a number of STEP qualified advisors, each part of a global professional body that helps families plan for their futures.

Your key contact

Natalie Wright is UK Head of Family Business. Having worked in financial services for over 20 years, predominantly advising business owners and their families, she was awarded ‘Chartered Financial Planner of the Year’ by the Personal Finance Society in 2018. She works closely with our audit, accounting and tax teams to provide a holistic service, ensuring clients align their personal financial planning and family wealth management with their business planning.

Get in touch

It’s always good to talk. Please complete the form, and Natalie or a member of the team will be in touch to discuss the needs of your family business.

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Want to know more?