Private Client Services

Private Client Services

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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

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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

Expert Updates

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Impending 31 December 2020 deadline for changes to Discretionary Trusts

26 October 2020

If you are a trustee or beneficiary of a discretionary trust that owns property in NSW, your trust deed may require amendments that exclude ‘foreign persons’ as beneficiaries by 31 December 2020 to avoid additional surcharges.

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Why a Will is Essential

01 June 2020

“I don’t need a Will – I am young and I don’t own anything!” I often hear this from young people and it worries me because it just isn’t right. Particularly considering current world events, I feel compelled to take a moment to set the record straight. If you are over the age of 18, you need a Will and here are the reasons why

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Covid-19 Update – New rules for signing your Will and Power of Attorney

23 April 2020

The NSW Government have brought regulations to remove the requirement that a witness be physically present when witnessing the execution of certain documents.
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