Succession, Asset Protection and Estate Planning.
Plan for the possible, not the likely.
✓ succession done right.
✓ protect your wealth.
✓ leave a legacy.
Succession.
Succession is about maintaining stability and continuity in times of change. Whether it’s transitioning control of a family business, a trust or a self-managed super fund, a sound succession plan ensures that decision-making power passes smoothly to the right hands without legal or family conflict.
We’ll help you to:
➾ align your business, trust and super structures with your overall succession plan;
➾ identify and appoint future controllers of your trust, company or SMSF;
➾ establish clear succession for corporate trustees and family entities;
➾ implement strategies to ensure control stays within the bloodline;
➾ avoid disputes through precise documentation of your wishes;
➾ create structured plans for eventual handover.
Asset protection.
Asset protection focuses on preserving wealth from threats, whether they be business risks, family breakdowns or legal claims. Without proper structures in place, family wealth can be exposed to unintended creditors, litigation, or relationship breakdowns.
We’ll help you to:
➾ structure personal and family assets through trusts and companies to limit liability;
➾ separate ownership and control to shield high risk assets and income streams;
➾ draft tailored legal agreements that define boundaries and obligations within family enterprises;
➾ ensure business and personal finances remain separate and protected;
➾ implement governance measures that allow for flexibility without exposing the core estate;
➾ future proof your wealth plan against potential family law, creditor or insolvency risks.
Estate planning.
Estate planning is about more than preparing a Will. It’s about ensuring your wealth passes to the right people, in the right way, at the right time. All while minimising tax, protecting beneficiaries and honouring your wishes.
We’ll help you to:
➾ consider the elements that create comprehensive Wills with Testamentary Trusts to protect inheritances;
➾ structure superannuation death benefits for tax effective distribution to dependents;
➾ prepare binding death benefit nominations that comply with current legislation;
➾ arrange Powers of Attorney and Guardianship to manage incapacity;
➾ coordinate your estate plan with your trust, company and superannuation structures;
➾ reduce the risk of disputes or challenges through legally robust and defensible documentation.
Why it matters.
Protecting your family’s financial future isn’t just about managing assets. It’s about securing your legacy, providing peace of mind and ensuring what you have built is preserved and passed on in the right way.
Our Family Wealth Protection service combines three core elements of succession, asset protection and estate planning. Together they form the foundation of a comprehensive plan to safeguard your family’s wealth across generations to come.
Without a clear, well documented strategy your wealth could end up being unnecessarily taxed, the subject of a family dispute or loss to creditors or an ex-spouse.
Our strategies ensure your legacy will live on. Strategically structured, tax smart and built to last.
