Adelaide Office

Level 1, 139 Frome Street, Adelaide

Phone: +61 8 8215 4200
Facsimile: + 61 8 8215 4222

Melbourne Office

Level 35, 600 Bourke Street, Melbourne

Phone: +61 3 8639 5516

Key Contacts

Private Clients

As well as acting for companies we also provide private client services for the owner and directors of the same. In particular, we assist individuals, family groups and privately owned businesses. We assist with planning and documentation successions including within larger family held companies. We can assist with strategies where the ‘owner’ has complex asset, shareholdings and trust arrangements. We understand and help our private clients with:

  • buy/sell agreements and shareholder agreements
  • wills and estate administration
  • succession, estate planning and disputes
  • asset protection and structuring
  • family and unit trusts
  • tax and superannuation
  • powers of attorneys and medical attorneys

Our Experience

  • Preparing buy/sell agreements and shareholder agreements for large privately held companies
  • Preparing simple and complex wills including testamentary wills for high next worth individuals