Private Clients
We advise individuals, families, founders, entrepreneurs, and family offices across Australia and internationally, offering personalised advice to protect, structure, and transition wealth across generations and borders.
Whether managing complex family structures, navigating a cross-border relocation, or planning your legacy, we deliver discreet, strategic advice aligned with personal values and long-term objectives.
We design and implement sophisticated wealth-holding structures to ensure tax efficiency, risk mitigation, and long-term control.
How we can help
Protecting and transitioning wealth requires more than technical expertise – it demands a deep understanding of your priorities, values, and vision. We work discreetly with individuals, families, and family offices across Australia, and internationally, providing integrated legal and tax advice that safeguards assets, preserves harmony, and supports long-term goals. Our services include:
- Testamentary trusts and wills.
- Family constitutions and governance frameworks.
- Business succession and intergenerational transition.
- Estate administration and probate.
- Discretionary, unit, testamentary and charitable trusts.
- Domestic and offshore structures.
- Asset protection and control arrangements.
- Family office legal architecture.
- Income and capital gains tax.
- International tax residency and domicile.
- Superannuation strategies.
- Philanthropy and deductible gift structures.
As families become increasingly global, so too, do their legal needs. We assist with:
- Pre-migration and pre-emigration structuring.
- Tax and estate planning for cross-border moves.
- Multi-jurisdictional estate and trust advice.
- Compliance with CRS, FATCA, and other disclosure regimes.
- Strategic relocation of wealth or family office functions.
Where disputes arise, we bring technical clarity and strategic judgment to resolve them privately and efficiently.
- Will and trust disputes.
- Family provision claims.
- Trustee and beneficiary rights.
- Negotiated family settlements and litigation support.
Whether you are planning for the next generation or navigating complex cross-border arrangements, we provide clarity, discretion, and commercially attuned solutions.
