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