Private Clients
The complexity of these financial positions means that private clients occasionally need specialised experience, discretion and a trusted expert to offer legal guidance.
Safeguarding the wealth of private clients and high net worth individuals for future generations can mean succession planning for family businesses, establishing a family office, philanthropy goals, private foundations, setting up a family trust, intricate wills and estate planning; all of which can be daunting and risky without experienced legal advice.
As trusted private lawyers for a number of Australia’s most prominent families, high net worth individuals and business owners, our national private client practice is exceptionally experienced in private wealth management and offers extensive legal advisory services geared towards asset protection and intergenerational wealth transfer.
We are particularly 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 private client services include:
- preparing or updating complex estate and succession planning documents, including wills with testamentary trusts, letters of wishes and documents to deal with incapacity to allow trusted persons to make medical, lifestyle and financial decisions if the client is unable to make such decisions.
- advising on trusts, including establishing trusts (setting up a family trust or family office etc), continuing administration, dealing with succession of control of trusts, managing special disability trusts, undertaking trust deed reviews and advising on trust interpretation and trust disputes.
- preparing business succession planning, including by way of sale and inter-generational transfer, buy sell agreements and shareholder/unitholder agreements.
- administering estates (probate and letters of administration).
- resolving private client disputes, including trust disputes and claims for further provision to be made out of the estate of a deceased person.
- advising on asset protection structuring to minimise the exposure of assets to creditors and the Family Court.
- advising on charity and philanthropy, including establishing and administering charitable trusts and foundations.
- advising on superannuation and taxation.
- advising on migration and international wealth.
As private lawyers, we have the depth of knowledge and expertise to help our private clients in reaching their financial goals with peace of mind and a sound asset protection plan. Our customised private wealth solutions protect, preserve and transition substantial wealth and interests across generations.
