Wealth and succession

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.