Succession + Wealth
We protect your legacy through tailored trust and estate planning for future generations.
We know that planning for the future involves more than just managing financial assets. Our integrated approach to succession planning helps preserve both your business and personal legacies – ensuring smooth transitions for future generations. We provide tailored advice on structuring entities like companies, trusts, limited partnerships, joint ventures, equity & traditional partnerships and syndicates.
Our Trust team offers expert guidance in trust and estate planning, expertly navigating complex family dynamics to safeguard, preserve and seamlessly transfer wealth. We work closely with clients and other professionals to determine the suitability of trusts and structures that align with their goals. Beyond establishment, we offer ongoing, independent trust management services to ensure robust compliance and effective administration.
For existing trusts, we conduct comprehensive reviews to ensure they remain relevant and offer practical solutions tailored to evolving circumstances. This includes updating trust deeds, changing trustees or beneficiaries and managing resettlements and wind-ups.
We also guide clients through the probate process, ensuring that the wishes of deceased loved ones are respected and their estates are administered efficiently. We regularly represent families in claims against estates, challenges to the validity of wills, claims against trustees, disputes between beneficiaries and the vesting of trust property.