Family Offices

Our Family Office services encompass a range of legal assistance provided to high net-worth families or individuals who have established family offices to manage their wealth and affairs.

These services are tailored to address the unique needs and complexities associated with managing substantial assets and diverse investments.

We provide comprehensive legal support and guidance to wealthy families, addressing their unique needs, protecting their assets, and facilitating the efficient management and transfer of wealth across generations whilst minimising the applicable transaction taxes that may apply.

Our Family Office legal services include:
  • Estate Planning: Assisting with the creation of comprehensive estate plans to preserve and distribute wealth according to the family’s wishes, whilst minimising tax obligations and ensuring smooth transitions between generations, including:
    • dealing with control of trusts, self managed superannuation funds (SMSF) and other related structures
    • minimising likely claims against estates
    • protecting family wealth from risks, including divorce, bankruptcy and business risk
    • establishing testamentary trusts, protective trusts and special disability trusts into Wills
  • Asset Protection: Implementing legal strategies, including joint ownership, use of option agreements, loans and mortgages to safeguard family assets from potential risks, such as legal claims, creditors or unforeseen events
  • Governance and Structuring: Establishing legal frameworks for family office operations, including governance structures, policies, and procedures, to ensure efficient management and decision-making processes
  • Wealth Transfer: Advising on strategies for transferring wealth to future generations, including the use of trusts, charitable giving, and philanthropic initiatives. This includes implementing strategies that lawfully minimises transaction taxes and duties, for example capital gains tax, stamp and land duties and goods and services tax
  • Growth: Advising on and implementing asset acquisitions and sales relating to business, property and other assets
  • Business Succession: Assisting with the smooth transition of family-owned businesses to the next generation, including structuring ownership arrangements, implementing succession plans and addressing legal and tax implications
  • Compliance and Regulatory Matters: Ensuring compliance with applicable laws and regulations, such as securities laws, tax regulations and reporting requirements
  • Dispute Resolution: Resolving legal disputes through negotiation, mediation or litigation, if necessary, to protect the family’s interests and assets
  • Philanthropic Endeavours: Supporting the establishment and management of charitable foundations or trusts and advising on philanthropic initiatives and impact investing

Key Contacts