Private Client

The Private Client practice at Metalegal focuses on advising individuals and families on matters that require discretion, foresight and careful legal structuring. These matters often involve long-term personal, family and financial considerations, where decisions taken today can have lasting consequences across generations. We work closely with clients to help them plan, structure and protect their personal and family interests with clarity and responsibility, while remaining fully compliant with applicable legal and regulatory frameworks. 

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OUR APPROACH TO PRIVATE CLIENT MATTERS

Private client work demands a different pace and sensibility. It requires patience, confidentiality and a clear understanding of family dynamics, personal priorities and long-term objectives.

Our approach is grounded in:

• Thoughtful planning rather than reactive decision-making

• Clear documentation and legally robust structures

• Sensitivity to family relationships and privacy

• Alignment with tax, regulatory and succession considerations

We advise with restraint and realism, helping clients make informed choices that stand the test of time.

AREAS OF PRACTICE

Our Private Client practice includes advisory and documentation across a wide range of matters, including:

• Succession planning and estate planning

• Drafting of wills and codicils

• Family arrangements and settlements

• Trust formation, restructuring and advisory

• Advisory on inheritance, asset holding and inter-generational transfers

• Personal wealth structuring and asset protection

• Coordination with tax, regulatory and cross-border considerations

We work closely with other practice teams within the firm where matters overlap with taxation, corporate structuring or regulatory requirements.

CONFIDENTIALITY AND DISCRETION

Private client matters often involve sensitive personal and financial information. We place particular emphasis on confidentiality, controlled access to information and discreet handling of documentation and communication. Clients can expect a professional environment that respects privacy and prioritises trust.

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ADVISING FAMILIES AND INDIVIDUALS 

We advise a wide spectrum of clients, including:

• Business families and promoters

• High-net-worth individuals

• Professionals and entrepreneurs

• Individuals planning for succession or wealth transition

Our role is not limited to documentation alone. We assist clients in understanding implications, resolving potential areas of conflict, and structuring arrangements that are legally sound and practically workable.

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LONG-TERM PERSPECTIVE

Private client advisory is, by its nature, long-term. We approach these matters with continuity in mind, recognising that family and personal structures often evolve over time. Our objective is to help clients put in place arrangements that are clear, durable and capable of adapting to future circumstances without unnecessary complexity or dispute.