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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Estate Planning – 10 Misconceptions

01 July 2019

Everything will go to my Spouse so I don’t need a Will ... My Superannuation death benefits will follow my Will ... A Will is only for old people ... and other misconceptions debunked!

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Family Business – keeping it together

28 June 2019

While family businesses account for approximately 70% of all business in Australia, inter-generational longevity is limited with few businesses surviving to …

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How the buy sell agreement works

28 June 2019

You may have heard of the concept of a business succession or “buy/ sell” that deals with the exit of a business proprietor in the event of an event such as death or disablement.  Here is how it works based on a case study and solution.
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