Wills & Estates & Family Business

Ensuring the Family’s Legacy

Estate Planning can be complex particularly for wealthy parents with several children, their husbands & wives and grandchildren and where there are several businesses to operate.

Working closely with the Family’s accountant we developed a range of options for them to consider covering issues such as business succession, asset protection, various discretionary and other Trusts, a Family Constitution, Binding Financial Agreements, Superannuation and division of assets. Over a series of meetings we listened carefully to what the Family members wanted to achieve and prepared a Presentation for all Family Members. Later this was documented with a Family Constitution, Wills and other Estate Planning documents