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 contact

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

Related thinking

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.

Private Clients| 11 Aug 2020

Succession plan still in shape?

We have seen increasing numbers of clients with succession plans that have become outdated, or with particular aspects that require careful attention and revision, due to changes in circumstances. Our Private Clients team has put together five key 'circuit breakers' for advisers.

Private Clients| 13 Jul 2020

Act now! Foreign surcharges for trusts holding NSW residential property

The NSW Government’s changes to surcharges for ‘foreign persons’ for duty and land tax are now law. These changes apply to NSW residential land held by discretionary trusts.