Wealth & Asset Protection

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What we do

As part of our estate planning and administrative practice, we help advise our clients on how to operate their affairs and minimise any potential challenges to their wealth.

Drawing on the depth of our commercial trust and wealth-administration experience, we advise our clients  on the appropriate structuring and operation of:

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

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How we do it

When providing wealth and asset protection advice, we generally act as part of a collaborative team, which can include the accounting, finance and tax professionals also engaged to our clients’ affairs.

Who We Do It For

While acting 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.