Often known as “private client” work, the firm has earned a reputation as being leaders in the area of advising families and high net-worth individuals in the management of their affairs and estates. The firm’s reputation is perhaps best evidenced by the fact that many of our clients in this area are referrals from larger firms who don’t have the capability to cater to this element of their client’s legal needs and want them to be well looked after.
To provide proper advice on the most appropriate structures for such clients requires a deep understanding of corporate structures and trusts and the regulatory and equitable principles behind such structures.
Used properly and with accurate and knowledgeable advice, common trust structures such as family trusts, unit trusts and testamentary trusts can be an important way of managing your wealth and assets so as to provide security, equity, privacy and control.
Additionally, our firm has dedicated probate, wills and powers of attorney specialists who will similarly be able to give you peace of mind in ensuring that your affairs are in order both during and after your lifetime. Where an extra level of service and security is required, our partners also act as executors for our client’s estates, either in combination with or to the exclusion of family members.