Family Office

Our comprehensive family office services are tailored to the diverse needs of your unique family enterprise. With a deep understanding of the intricate interplay between personal, business, legal, and regulatory aspects, we provide a holistic approach that goes beyond traditional legal boundaries.

Working with our clients to build and protect their family legacies.

We’ll work not just beside you, but as an integral part of your family’s broader goals. We then have a network of professionals to call on, who can add valuable expertise and insights. All to ensure we can offer you, our client, the best advice possible.

With a focus on the finer details, we offer bespoke services including:

Business succession planning, including sale and intergenerational transfer of assets and family asset holding structures.
Transaction management and support, including complex property sales, acquisitions, and business mergers & acquisitions.
Personal succession planning, including drafting Wills, testamentary trusts, and letters of wishes, along with advice on cross-border succession issues and conflicts.
Tailored company constitutions, family constitutions, and shareholder/unitholder agreements.
Complex and high-stakes tax advice, including managing Australian Taxation Office reviews and audits and tax litigation.

If you’re looking to safeguard your family’s legacy and ensure seamless business and personal succession, get in touch with us today.