We are experienced and skilled advisers to private clients including business owners, high net worth individuals and families. We are mindful of the often emotional nature of dealing with a client’s personal affairs and are skilled at navigating through all relevant issues with sensitivity to achieve the desired and appropriate outcomes.

Our team has extensive experience and expertise in advising private clients in the following areas:

  • testamentary trusts and letters of wishes;
  • preparing enduring powers of attorney. These documents ensure that financial, medical and lifestyle decisions can be made on a client’s behalf if they are unable to make these decisions themselves;
  • trusts including establishment, continuing administration, dealing with succession of control of trusts, advice relating to trust interpretation
    and trust disputes;
  • business succession planning including by way of sale and inter-generational transfer;
  • estate administration (Probate and Letters of Administration);
  • estate litigation including claims for further provision to be made out of the estate of a deceased person;
  • asset protection structuring to minimize the exposure of assets to creditors and the Family Court;
  • charitable trusts and foundations including establishment and ongoing administration;
  • shareholder/unitholder agreements;
  • superannuation; and
  • taxation.