Partner, Private Client
Jonathan advises creators and owners of capital, their trustees, their private wealth managers and the corporates they own.
His work is focussed on private wealth in all its legal dimensions, be it trusts structures, contractual, corporate, finance, tax or litigation.
Increasingly clients are looking for him to address privacy, the impact of regulation, information exchange and tax transparency.
Advises trustees and beneficiaries on investment agreements and contractual planning for trustees, shareholders and family offices.
Established a cross-firm team of multi-disciplinary lawyers who have experience of delivering business law advice to private clients and the private wealth industry.
Takes an active role in the charities practice advising grant making and receiving bodies on their services and relationship agreements as well as charity governance, mergers of charities and contractual enforcement.