Private Advisory and Estate Planning

We advise individuals, families, and private enterprises on how best to preserve, grow, and transition wealth. Our approach combines commercial insight with a deep understanding of personal, tax, and succession dynamics — helping clients make confident and enduring decisions.

Our expertise includes:

Estate and Succession Planning — developing tailored strategies for wealth transfer, control, and asset continuity across generations.

Liquidity and Transition Planning — guiding clients through the period leading up to, and following, a significant liquidity or exit event.

Private and Family Business Advisory — advising founders, family groups, and privately held businesses on governance, succession, and intergenerational transitions.

Tax Structuring and Planning — providing direct and indirect tax advice to optimise outcomes for individuals, trusts, and corporate groups.

Asset Protection — structuring ownership and control to safeguard personal and business assets from risk and exposure.

Estate Administration — acting in grants of probate, letters of administration, and matters of intestacy.

Deceased Estate Management — assisting executors, trustees, and beneficiaries in administering and distributing estates efficiently and transparently.