Top 10 of 329 law firms for Private Banks and Institutional Clients, Private Client Law

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This work covers advising banks, private client advisory teams and other large institutions on serving high‑value clients, family offices and sophisticated investors. A solicitor in this area drafts and reviews bespoke client agreements, conducts due diligence, negotiates terms of engagement, and ensures regulatory compliance in relation to trust arrangements, wealth planning, and intergenerational wealth transfers. They coordinate with auditors, tax advisers and product specialists to manage risk, complexity and fiduciary duties.

What a solicitor handles in these matters

The work involves navigating bespoke trust and investment structures, drafting and updating investment mandates, reviewing custody and administration agreements, and handling complex succession and ownership arrangements for institutions and high-net-worth clients. It requires close interaction with banks, asset managers, and accountants, and hinges on precise governance documents, regulatory compliance, and detailed client risk profiling.

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