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;
- providing an end-to-end service and working closely with accountants and other advisers; and
- providing resources and ongoing support to assist clients to efficiently review and update their estate and succession plans moving forward.