Services

Private Clients & Family Business

At RBK we understand the challenges that your family business faces at each stage of its business life cycle. With almost 60 years’ experience supporting Irish family businesses, our dedicated private client team helps high net worth individuals manage and grow their wealth. We provide advice on wealth management strategies, income tax planning, capital taxes on wealth/asset transfers such as capital gains tax, gift and inheritance tax, and stamp duty. We also advise on pension planning.

Our integrated approach, combining the expertise of our specialists in the areas of Business Strategy, Structures & Planning, Business Psychology, Tax & Wealth Management helps us to help you make the best decisions for your business and your family.

Our private client and family business services include:

  • Strategic business planning
  • Tax planning
  • Creating appropriate communication and governance structures
  • Succession planning
  • Personal wealth management
  • Leadership development
  • Coaching and mentoring the next generation
  • Mediation and conflict management
  • Employment and compensation policies
  • General business compliance

For more information or to discuss your specific requirements, please contact a member of our team.

Team Members

Jackie Masterson

Head of Tax, Tax Partner

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Mairead O'Grady

Taxation Partner

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Ronan McGivern

Taxation Partner

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Fiona Murphy

Taxation Partner

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