Wealth Management

Our Services

We provide wealth management services to individuals, family groups and privately owned businesses.

We work with our clients to plan and document inter-generational succession within family held companies with a focus on restructuring and asset protection. 

In particular we advise on:

  • Wills & testamentary trusts

  • Estate administration and disputes

  • Asset protection and structuring

  • Family and unit trusts

  • Structuring & restructuring

  • Buy sell agreements

  • State taxes

  • Superannuation

  • Powers of attorneys and advance care directives

Our Experience

  • Preparing simple and complex wills including testamentary trusts for high net worth individuals

  • Preparing buy/sell agreements and shareholder agreements for large privately held companies

  • Inter-generational family business transfers

  • Family stakeholder agreements and goverance

  • Resolving contested estates

  • Obtaining stamp duty exemptions for inter-generational transfers of farming land