Asset Protection and Wealth Management

For both owner managers of businesses and high net worth individuals, we provide expert advice on a range of strategies to develop and maximise your financial assets and put into place appropriate succession plans. Our services include:

• Risk Management - identifying, analysing, evaluating, treating and monitoring risks to your future wealth.
• Succession planning - business succession planning including the preparation of "buy-sell agreements" and other exit strategies.
• Superannuation - creation of funds, investment strategies, audits, compliance issues, amendments to fund deeds.
• Estate Planning - standard wills, testamentary trusts, powers of attorney, Probate and claims pursuant to the Succession Act.
• Trusts - advising about and drafting discretionary trusts, unit trusts and hybrid trusts.