Private Clients

 

We are a leading wills, estates and succession planning, and wills and estates litigation firm ranked in Chambers Asia Pacific 2019 for private wealth law.

Our Private Clients team are praised for their “responsiveness, technical competence and client-centric values” and “the depth of their knowledge and the manner in which they explain what can be a complicated area to clients” – Chambers Asia Pacific 2019.

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

With over ten years' of experience, William helps clients to work through their succession planning goals and issues. He...

Emma has extensive experience in advising clients in estate planning and estate administration, trust establishment, and ongoing administration, trust...

James specialises in estate and succession planning for ultra-high and high net worth clients. He also has experience in...

Related thinking

Private Clients| 19 Nov 2020

Trusts and the foreign person duty and land tax surcharge: act before it’s too late!

As 2020 nears to a close, advisors should note the impending 31 December deadline in NSW to exclude foreign persons as beneficiaries of discretionary trusts, to prevent these trusts from becoming foreign persons for the purposes of surcharge duty and land tax.

Private Clients| 22 Oct 2020

Keeping it in the family: asset protection, succession planning and bankruptcy

Bankruptcy concerns are becoming very real for many clients in the succession planning space. Fortunately, there are strategies you can put in place to limit the exposure of your assets to creditors both during your lifetime and on your death.

Private Clients| 15 Sep 2020

Do you have a client who is a member of the Bank of Mum and Dad?

We have had many recent enquiries where Mum and Dad have been asked to act as guarantors for a loan. We highlight the potential asset protection benefits of your clients formally loaning, as opposed to gifting, money to their family members.

Private Clients| 25 Aug 2020

Is your estate still worth what you think it is?

With the current economic volatility, it is important for clients to consider how changes in asset values may impact on their estate plan.