Integrated wealth transfers build exit strategies for business owners and family businesses.

We assist in the construction of shareholder or partnership agreements to deal with income, capital, sickness or death, minorities and good and bad times.

This covers building an estate plan, limitations of wills, roles of trusts and super funds, empowering the next generation, “what if” scenarios and leaving clear guidance.

  • Young people joining family businesses
  • Business and financial strategies
  • Succession and co-owner’s arrangements
  • Estate and inheritance plans
  • Aged care
  • Estate equalisation
  • Effective family communication and arrangements