PRIVATE CLIENT SERVICES

Wealth & Asset Protection

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What we do

As part of our estate planning and administrative practice, we focus on advising our clients how to operate their affairs and minimise any challenges to their ownership of business and personal wealth.

This necessarily draws on our commercial trust and wealth-administration experience and includes advising on the appropriate structuring and operation of:

  • Business enterprises
  • Trusts
  • Superannuation
  • Tax and dispute resolution

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How we do it

We generally act as part of a collaborative team, which can include the accounting, finance and tax professionals also engaged to our clients’ affairs.
Our experience in administering complex and complicated business and wealth-administration arrangements means we know what to look for, and how to work with other professionals.

Who We Do It For

Our lawyers act for a broad spectrum of business owners, controllers and managers; we also act for private clients who have interests in wealth and business structures through intermediate means, such as testamentary and lifetime trusts.

Lawyers

Expert Updates

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Institutionalise your memory

21 May 2019

Bad habits and not knowing what to do put at risk the assets of individuals, families, family businesses and organisations. Here are many practical ways to protect assets against death, disability or organisational or family dissolution.

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Management of digital assets and accounts

03 October 2018

So what’s needed for estate planning for digital assets? Michael Perkins explores this topic in this September 2018 Sydney Morning Herald article.

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STEP conference calls for new digital assets laws

09 July 2018

Nexus representatives Michael Perkins TEP and Jayne Humphreys TEP, joined international experts, financial experts, barristers, lawyers and accountants in Sydney last …
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OUR AWARDS