We specialise in estate and succession planning for business owners, high net worth individuals and large family groups, including:
- undertaking comprehensive structure reviews and simplifications including tax considerations;
- providing strategic advice to simplify estate administration, mitigate claims, improve asset protection and achieve successful intergenerational wealth transfers;
- establishing bespoke trusts, companies and structures to meet estate and succession objectives;
- preparing wills, family agreements and all other estate and succession documents; and
- providing resources and ongoing support to assist clients to keep their plans up-to-date.