Ownership, investment oversight, family-office finance, liquidity, tax and succession brought together around the wider position of the family or principal.
Start a conversationPrivate capital, family enterprise and wealth rarely sit in separate compartments. Ownership, investments, property, liquidity, tax, governance and succession need to be managed as one interconnected position — for a family-controlled trading business, a family office, an investment holding structure, or a UHNW principal or family with a broader spread of interests. MEN brings strategy, finance, tax, accounting, governance, transactions and technology together around the position of the family or principal — organised around how decisions are actually made rather than where individual workstreams traditionally sit.
Start with the issue, not the department.
Ownership and succession decisions shape a family enterprise, investment holding structure or private-wealth position for decades — MEN treats the structure, the succession plan and the governance around it as one connected piece of work, coordinating with lawyers, trustees and specialist tax advisers where required.
Structuring ownership — including family investment companies and holding structures — so it reflects how the family or principal actually intends the business, investments and wealth to work.
Planning succession, intergenerational transfers and the governance that has to hold them together — coordinating estate planning and inheritance-tax considerations alongside the family's lawyers and trustees, not just the ownership transfer itself.
Reviewing existing trust, corporate, investment-holding and personal structures against what the family or principal actually needs today.
Coordinating the solicitors, trustees and other advisers a family enterprise or private-wealth position depends on, so nothing falls between them.
Building the governance, documentation and decision rights behind family or investment committees, so decisions are actually recorded and implemented, not just agreed informally.
A family office or family-controlled group runs on the same financial discipline as any serious operating business — MEN builds the finance, reporting and controls behind it, so the family or principal can see the whole financial position in one coherent view, rather than through separate reports held by different advisers and institutions.
Running the consolidated accounting and reporting a family office or family-controlled group needs to operate with confidence — management accounts, cash-flow and liquidity reporting, capital commitments, family distributions and tax-payment planning brought into one coherent view.
Building the operational controls, multi-entity accounting and finance-team structure a family office depends on as it grows, alongside board, family or principal reporting.
Providing investment reporting, performance analysis and financial information — including consolidated reporting across managers — to support oversight and decision-making around investment holdings.
Supporting investment-manager and private-bank selection processes and ongoing oversight through financial analysis, reporting review and comparative due diligence.
Planning liquidity and capital requirements across family entities, commitments, debt maturities, investment calls and ownership structures, so cash is managed across the family, not account by account.
Bringing property, private companies, joint ventures and direct or private-capital interests into the same financial, ownership and governance view as the rest of the family's holdings.
MEN supports investment oversight through consolidated reporting, performance analysis and portfolio information across investment managers, private banks and other providers. This can continue after appointment through review of reporting quality, fees, performance information, liquidity and capital commitments, preparation of information for family or investment-committee review, and coordination of questions and follow-up with managers — helping the family or principal maintain one consistent reporting view over time.
MEN can support investment-manager selection processes through financial analysis, reporting review, comparative due diligence, governance and coordination with the family and its professional advisers. Regulated investment advice and discretionary investment management remain with appropriately authorised professionals.
Liquidity should be planned across the family structure, not managed account by account. MEN can bring together cash across entities, expected tax liabilities, property funding requirements, debt maturities, family distributions, investment calls, capital commitments and planned acquisitions, disposals or refinancing, alongside the financial and ownership information around property, private companies, joint ventures and other private-capital interests.
Family and private-capital wealth rarely sits in one place, one structure or one jurisdiction — MEN coordinates the tax and structuring work that keeps it consistent wherever it sits, working alongside local advisers where jurisdiction-specific expertise is required.
Coordinating the tax position across a family's or principal's personal, trust, corporate and investment holdings, including inheritance-tax and succession-related considerations.
Structuring family investment companies and holding companies around long-term ownership, governance, succession and tax objectives — not simply as tax vehicles.
Structuring the entities and intercompany arrangements through which property, investment holdings, joint ventures and private-capital interests sit within the wider family structure.
Coordinating multi-jurisdiction reporting, ownership structures, overseas entities and tax information on a common basis, working with local advisers where jurisdiction-specific expertise is required.
Family members, assets, investment managers, property and holding entities may sit in different jurisdictions. MEN coordinates multi-jurisdiction financial reporting, ownership structures, overseas entities, tax information and local advisers, alongside family-office reporting and liquidity and capital requirements that span more than one country. Where local legal, tax, regulatory or estate-planning expertise is required, MEN coordinates alongside appropriately qualified local professionals.
A UHNW principal has property, investment portfolios, private companies and several entities but no single consolidated financial view.
A family uses multiple private banks or investment managers and needs consistent reporting and oversight across them.
Liquidity needs to be planned across tax liabilities, property funding, debt maturities, investment calls, family distributions and new opportunities.
A family-controlled group is approaching succession or ownership change and the business, investment and wider wealth structures need to be considered together.
Family assets, entities and advisers span several jurisdictions and require coordinated reporting, tax and professional oversight.
A family enterprise, family office or private-capital situation rarely stays inside one discipline. Ownership structure depends on tax; succession depends on governance; a family office depends on accurate accounting and reporting systems underneath the numbers. MEN treats the disciplines below as one team around the family's or principal's situation, not a sequence of separate engagements:
Structuring ownership, governance and investment-holding arrangements so they hold together over the long term, not just at the point of transition.
Providing the financial leadership, planning and investment-reporting discipline a growing family office, family enterprise or UHNW principal needs.
Supporting the transactions and restructuring that family enterprises and private-capital situations bring.
Coordinating the tax position across personal, trust, corporate, investment and cross-border structures.
Running the accounting, reporting and entity administration behind family entities and the family office itself.
Building the governance, controls and audit trail a family office, family enterprise or private-wealth structure depends on.
Building the systems, data and reporting architecture that bring family-office, investment and property information into one coherent, consistent view.
Where a situation calls for regulated investment advice, discretionary investment management, specialist investment due diligence beyond financial analysis, trust or estate-planning legal drafting, or jurisdiction-specific legal, tax or property advice, MEN coordinates the wider engagement alongside appropriately qualified or authorised specialist professionals.
MEN may provide financial analysis, investment reporting, liquidity and capital planning, investment-manager selection process support, governance and coordination around private wealth and family-office structures. MEN does not present itself through this website as providing discretionary investment management or other regulated investment activities that require authorisation where MEN does not hold the relevant permission. Such activities remain with appropriately authorised firms and professionals.
This Specialist Proposition connects closely to three of MEN's Industry pages:
The sector realities behind family enterprises and private wealth more broadly.
Where private capital, investment structures and family wealth sit within a wider financial-services or investment context.
Where significant property and real-estate holdings form part of the family's or principal's wider position.