Celebrating 40 Years of creating and managing Global Wealth for our Clients

"Securing wealth for the next generation"

Estate Planning & Asset Protection Assistance

Estate Planning

Since we develop a detailed and thorough understanding of our clients’ financial and personal affairs, this knowledge and the information that we hold becomes the source for preparing our clients’ wills and estate plans.

This team approach generates the optimal outcome for the client when the solicitor drafts the will.


Asset protection assistance

As with estate planning, we approach the matter of asset protection similarly whereby our Clients’ assets are protected against potential future claims arising from their businesses, professions, and potentially estranged family members.

We have multiple research sources available both in Australia and around the globe to support our high conviction recommendations and advice to our clients. Our many counter-party relationships provide us with fresh insights. Our Clients, who represent a broad spectrum, are a rich source of “on-the-ground” knowledge into the industries in which they operate.

Key Client Contacts Within Wealth Management & Family Office

Contact Us For A Strategy Session