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