Asset Management

We handle all Estate planning, business succession planning, asset protection and all other aspects of effective intergeneration transfer of wealth with a view to protecting your assets now and for generations to come.  We deal with a vast range of clients such as:

  • Those with a young family;
  • Business owners;
  • Self employed individuals;
  • Professionals or those in high risk industry businesses;
  • Trusts, companies and partnerships; and
  • Retirees who have sold their business or retired from their employment.

When devising our legal strategies, we take into account changes in taxation and superannuation laws, bearing in mind the need to provide a cost effective solution.  Our advices extend to (amongst other things):

  • The transfer of assets, including stamp duty implications;
  • Drafting of Buy Sell/Put Call Option Agreements (with or without insurance arrangements);
  • The restructure of companies, Trusts and partnerships and sole trader businesses.