Succession & Estate Planning, Trusts & Asset Protection

Our relevant experience includes:

• Advising high net worth family on separation of extensive interests in property syndicates, unit trusts and other business structures as part of intergenerational wealth transfer
• Advising high net worth executive on separation of personal investments from those of his employers
• Advising high net worth individual on implementation of testamentary trusts in circumstances where adult children were in dispute
• Advising farming families on intergenerational wealth transfer of family farms in a transfer duty and tax effective manner
• Advising various high net worth families on succession planning and generational relationship agreements