Wealth and succession

We specialise in estate and succession planning for business owners, high net worth individuals and large family groups, including:

  • comprehensive structure and asset reviews, reorganisations and rationalisations including taxation considerations;
  • strategic advice and recommendations to simplify estate administration, mitigate claims, improve asset protection and achieve successful intergenerational wealth transfers;
  • preparing bespoke trusts (including testamentary trusts), companies and structures to meet estate and succession objectives;
  • preparing complex wills, family agreements and related estate and succession documents;¬†and
  • providing resources and ongoing support to assist clients to efficiently review and update their estate and succession plans moving forward.