Private clients

Securing intergenerational wealth

Our private client team, led by succession planning law expert and accredited SMSF specialist partner Kylie Wilson, has worked with family businesses for over 20 years. We understand the need for tailored and cost-effective commercial advice is paramount. We have extensive experience in all aspects of inter-generational family business planning, succession, wills and estate administration, self-managed superannuation funds, and estate and trust dispute resolution.

Intergenerational family business structuring

Our team specialises in guiding our clients on intergenerational family business transitions and structuring. We offer tailored solutions for family businesses, addressing unique challenges such as succession planning, land ownership and regulatory compliance.

Through our collaborative approach, we work with businesses to ensure the long-term success and sustainability of the business. Whether navigating generational transitions, resolving family conflicts, or planning for the future, we provide expert support to help family businesses prosper for generations to come.

Estate and business succession planning

Our tailored advice considers all your estate planning requirements, including family business and succession issues, and ensures that you are equipped with a strategy to manage the safe transition of your assets and wealth to your intended beneficiaries.

We provide a holistic service, working with our property and tax teams, as well as your existing tax and financial advisors to ensure that we implement a comprehensive plan considers all your estate planning requirements to meet the objectives set regarding the control of your assets.

Dispute resolution

We are highly experienced in acting for our clients—including executors, beneficiaries, and all other potential claimants—in estate and trust dispute resolution. We have a deep appreciation for the complex nature of estate planning in today’s society, it’s increased scope for, and difficult nuances associated with these conflicts. We aim to partner with you, and work towards reaching a resolution in the most cost efficient and effective way we can.

Estate administration and family provision dispute resolution

We assist with the general administration of estates including probate, letters of administration, advice to executors, superannuation advice, winding up of business assets and transfer of assets. We also provide advice regarding business continuity and succession issues on unexpected loss or incapacity of key person, including advice on directorship appointments.

Self managed superannuation

In helping our clients take control of their retirement savings and investments, our team, which includes an SMSF Accredited Specialist, provides the full range of legal services required for a self managed superannuation fund. Working together with other experts in the tax, property, and corporate teams, we are able to advise our clients on understanding their responsibilities as a trustee, regulation, compliance issues, structuring, documentation and working with the Australian Tax Office to ensure your taxation benefits are maximised.