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
Powers of attorneys and advance care directives
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