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| 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.

Private Clients| 07 Dec 2020

Changes to powers of attorney and advance health directives: Queensland

Changes to Queensland’s guardianship laws are now in force. The amendments, which came into effect on 30 November 2020, relate to the Guardianship and Other Legislation Amendment Act 2019 (Qld).

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.