Asset Planning

Whether you:
1) are in the process of establishing an asset base;
2) have assets that you wish to protect from claims by others; or
3) are concerned about transferring assets in an orderly manner to the next generation;
we can provide bespoke advice that will meet your requirements.

Core Services:

Asset Protection

We’ll take the time to understand your needs and then proactively help in establishing a solution, such as a limited liability company, a discretionary trust, a limited partnership or a tenancy in common for ownership of assets. 

Relationship Property

for those considering a relationship or are in a relationship, or are concerned about their children’s relationship.

Tax Efficiency

For investors and business owners that wish to take greater control of their tax situation.

Trust Management

For those that need to set up a new trust or manage an existing trust.

Estate Administration

For those that need help in managing an estate, including establishing powers of attorney in the event you are unavailable or unable to perform certain acts and the requirement of a will.

Our expert team:

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