Private Client Services
What we do
We help clients deal with their business, family, wealth and succession objectives.
We focus on the governance and succession interests of our clients in their commercial enterprises and wealth-management structures, such as companies or trusts.
We help our clients manage the complexities of a range of life transitions including:
- Aging
- Retirement
- Formation and sale of business
- Disability or diminishing capacity
- The receipt of windfalls such as inheritances or capital profits
- The sale of assets
How we do it
Our lawyers have a depth of experience in dealing with the myriad problems affecting private clients include business law, trust and estate law, property law, dispute resolution and succession.
Whether a situation is simple or complicated, it begins with us listening and understanding the result our clients want to achieve.
We work with our clients to fully appreciate their circumstances and gain a clear understanding of their objectives, and then provide the consulting, advice and transaction support to achieve the results they need.
Who We Do It For
Our clients are individuals, families, stakeholder groups in commercial not-for-profits and family enterprises, family trustees and family fiduciaries.
We also act as appropriate for the community, social and philanthropic interests of our clients.
Lawyers
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Michael Perkins
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Maria Monastiriotis
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Jana Sosner
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Tara Lucke
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Clarence Leung
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Gia Ghazi
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Lisa Sinclair
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Stephen Mihaljevic
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