Private Clients

 
We are a leading wills, estates and succession planning, and wills and estates litigation firm ranked in Chambers High Net Worth 2021 for private wealth law.
Our Private Clients team are praised for being ‘approachable, client-centric and responsive’ and ‘ensuring the underlying client receives the most appropriate advice’ – Chambers High Net Worth 2021.

We advise 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 all relevant issues with sensitivity to achieve the desired and appropriate outcomes.

Our team’s extensive experience includes:

Key contacts

William specialises in helping clients work through their personal and business succession planning and achieve their goals.

Emma has extensive experience advising clients in estate planning/administration, succession, trust structures and disputes.

James specialises in estate and succession planning for high-net-worth clients in Australia, the UK, Europe, the US and Asia.

Related thinking

Private Clients| 03 May 2022

Do you have trust issues? Removal of beneficiaries

In the final part of our trust series, we look at removing beneficiaries from discretionary trusts.

Private Clients| 05 Apr 2022

Do you have trust issues? Varying the trust deed

In part three of our trust series, we examine varying trust deeds and some common issues we are seeing with the variation power.

Private Clients| 08 Mar 2022

Do you have trust issues? A beneficiary’s right to information

In part two of our trust series, we will explore what right a beneficiary has to access trust information, and the Court’s approach in recent years.

Private Clients| 18 Feb 2022

Do you have trust issues? Trustee discretion

Over 700,000 – that’s the number of trust structures in Australia. These essential tax planning and asset protection tools have become an integral part of everyday practice for professional advisors.