For Individuals & Families

Your relationship with us is based on trust. The work we do for you and your family is important and personal - that is why we take the time to get to know our clients and their requirements.

 

Help you protect your assets, including setting up a family or discretionary trust, Company, or other legal structure.

Advise you on estate planning, including setting up a testamentary trust  for tax effective structuring.

Help you with both individual and family tax planning by advising you on the best structure to protect your wealth, including superannuation.


Help you identify and protect against risks to your wealth.

Help you set up a family business succession plan that will help you reach your business objectives and minimise the chance of a legal dispute.

Establish and amend Wills, Power of Attorney, Enduring Guardianships, and more.


Represent you in a family dispute, or help you resolve it through negotiation and other alternative dispute resolution techniques.

Advise on selling, purchasing, and leasing residential properties.


Help you challenge a Will, or defend a Will from being challenged by an aggrieved family member or beneficiary. Manage Deceased estates.

Advise you on family loans, guarantees and security arrangements to let you help family members without compromising fairness.

Advise you on setting up and managing a charitable trust so that you can support the causes you believe in on an ongoing basis.