Personal

Personal

We work for high-net-worth clients who are either Australian residents or foreign resident who holds significant assets/investments in Australia.

Creating legacy for your family adds meaning to wealth accumulation.

It is often easier to make a complex business decision than a family decision that interplays with your personal objectives, intermingling family relationships and multiple personalities notwithstanding the complexity in laws.

Therefore, we adopt a holistic approach in formulating your succession plan with a focus on your specific needs in asset protection to pre-empt or minimise impacts of family property claims and estate disputes.

We can also assist you with setting up a self-managed super fund(SMSF), discretionary family trusts and inter-family loan accounts.

We can also help you make a claim on an estate if you feel you are inadequately provided for or defend estate claims.

Our conversations are always confidential.

Whether you are in or outside of Australia, we can help you with:

• Wealth preservation aka asset protection by setting up a structure, whether including family company or discretionary trust or unit trusts that addresses risks to your assets, minimises dispute and is tax-effective
• Estate planning and Wills - careful estate planning safeguards your wishes in your Will, minimises dispute and is tax-effective such as setting up a private ancillary fund or charitable trust
• Powers of Attorney and Guardianship An Enduring Power of Attorney governs your affairs before your death when you lose decision-making capacity. If a person does not have an EPoA, we can assist you with appointing a guardian and financial manager from the relevant tribunal in the ACT or NSW etc
• Probate, Letters of Administration, Estate Administration - Grants of Probate or Letters of Administration grants a person the legal authority to administer and dispose of assets of the deceased in both the ACT and NSW
• Inter-family loans, security and guarantee documentations
• Estate dispute where you defend a will from a claim on deceased estate or challenge a will
• Family dispute where we represent you and negotiate for a sound resolution