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

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| 07 Sep 2021

Probate series – part 2: potential issues for executors

In the second instalment of our probate series, we consider potential issues for executors once they embark on the estate administration process.

Private Clients| 18 Aug 2021

Probate series – part 1: estate administration and acting as an executor

Dealing with the estate administration process can be a difficult time, especially after the recent loss of a loved one. In the first article of our series on probate, we outline the duties of an executor. 

Private Clients| 09 Jun 2021

Victoria’s electronic execution and remote witnessing provisions: your questions answered

The Victorian Government has recently made many of the temporary processes and procedures implemented in response to COVID-19 permanent, with the commencement of the Justice Legislation Amendment (System Enhancements and Other Matters) Act 2021 (Vic).

Private Clients| 13 Apr 2021

The world has changed – does your estate plan need to change with it?

The pandemic has resulted in significant global change, but it may also mean that it is time to have a look at the impact closer to home in relation to personal estate planning.