Asset Protection & Trusts

Effective wealth preservation arrangements protect and preserve your hard-earned assets, and pre-empt and minimize the impacts of claims arising from deterioration of personal or family or business relationships.

What drops into your asset pool and who can contest to take your assets?

When it comes to estate and succession planning, we advise and offer holistic asset protection planning for you via:

• Mapping out your business and personal arrangement such as business and investment structure, personal relationships and their dynamics, long- and short-term personal and business goals
• Incorporating the above with technicalities such as law of taxation, stamp duty, superannuation, corporate structures, trusts

Whether you are outside of Australia or in Canberra, Sydney or Melbourne or their surrounding regions, we can help you with:

• Corporate establishment, restructuring including customizing your hybrid trust, discretionary family trusts and other company arrangement in the most tax-effective manner
• Identify and address potential risks to your wealth, business and/or investment to the impact of family or de facto property claim