Bespoke Guidance for Entrepreneurs, Family Businesses, and High-Net-Worth Individuals
Spherical’s Private Client Advisory Services are tailored for entrepreneurs, family businesses, high-net-worth individuals, and privately owned service firms. We understand that your personal and business interests are often deeply intertwined. Our mission is to provide strategic, integrated advice that protects your wealth, supports your ventures, and secures your legacy.
We offer a comprehensive suite of services across international tax planning, legal structuring, technology advisory for SMEs, compliance and risk management, and sustainability consulting. Our approach is personal, discreet, and globally informed.
Tax and Legal Structure
We help you structure your business and personal assets to optimise tax efficiency and legal protection. Whether you are launching a start-up, expanding internationally, or planning succession, we design structures that align with your goals. Our services include cross-border tax planning, holding company setup, shareholder agreements, and asset protection strategies. We also advise on international mobility, ensuring compliance with tax residency rules and expatriate obligations.
Technology Advisory
Private clients can now access enterprise-grade technology without the overhead. We guide you through digital transformation, helping you adopt cloud infrastructure, data analytics, and automation tools that enhance efficiency and scalability. Our services include software selection, cybersecurity, remote work enablement, and AI integration. We ensure your technology investments are cost-effective, secure, and aligned with your growth trajectory.
Compliance and Regulatory Services
Compliance is critical, especially when expanding into new markets. We help you understand and meet all relevant regulations, including GDPR, licensing, tax filings, and industry-specific standards. Our team acts as your external compliance function, managing ongoing obligations and monitoring regulatory changes. We also assist with ESG and ethical compliance, ensuring your business meets the expectations of partners, investors, and regulators.
Risk Management
We provide a holistic risk management framework that covers both business and personal exposures. Our services include risk audits, mitigation planning, insurance strategy, and business continuity planning. We pay special attention to stakeholder conflict, offering mediation and governance solutions that preserve relationships and ensure alignment. Whether you are navigating a family business transition or a high-stakes investment, we help you manage uncertainty with confidence.
Sustainability and ESG
Sustainability is not just for large corporations. We help private clients integrate ESG principles into their operations, from energy efficiency and ethical sourcing to community engagement and governance. Our services include sustainability assessments, strategy development, ESG reporting, and compliance with emerging regulations. By adopting responsible practices early, you enhance your brand, attract talent, and position your business for long-term success.
Why Partner with Spherical?
We offer the depth of a global advisory firm with the personal attention of a trusted confidant. Our integrated approach ensures that your tax, legal, technology, compliance, risk, and sustainability strategies work together to support your ambitions. We understand the unique challenges faced by private clients and provide tailored solutions that protect your interests and unlock new opportunities. With Spherical, you gain a partner who is as invested in your success as you are.