Personal asset planning is a very personal process - some people may simply need a trust, a new will or a new relationship property agreement. Others may need a bespoke succession plan for the family business, a family constitution or assistance in establishing a family office structure or other family governance arrangements.
Our streamlined approach to personal asset planning uses a predictable three-phase process to understand your needs, investigate any risk areas and make any changes necessary so that you can be confident that your family’s assets are secure now, and into the future.
Our national private wealth team has dedicated specialists across all three offices who advise on a range of trust and personal asset planning matters. As a full service law firm, we can also provide any other legal assistance that you might require in relation to your personal asset plan.
View our personal asset planning brochure.
Formation and provision of advice on asset ownership structures
for high and ultra-high net worth individuals and families using a range of vehicles including trusts, companies and limited partnerships.
Assistance with restructuring of private asset ownership structures
for family businesses and multi-family business groups, including tax advice and documentation of changes to asset-holding vehicles
Preparation of and advice on all ancillary asset planning documents
including wills, enduring powers of attorney and relationship/matrimonial property agreements