EXPERTISE · 10
Private Client, Succession & Estate Planning.
Private matters call for careful listening, discretion and planning that reflects the people and assets involved. We help individuals and families bring clarity to important decisions.
Steve leads private client, succession and estate planning work, including matters involving family wealth, trusts, probate and property succession. Ann supports where corporate or intellectual property assets form part of the plan.
How we can help
We shape the scope around the matter, the decision-maker and the practical constraints involved. Our advice aims to make options clear and next steps manageable.
- Estate planning and wills
- Succession planning
- Probate and estate administration
- Trusts where appropriate
- Asset and property structuring
- Family wealth planning
- Private client advisory
- Property succession
A joined-up perspective
Questions rarely sit in one category. Where a matter touches another area of law, we coordinate perspectives so advice remains aligned with the client’s broader objective.
Explore related insights →LET’S TALK
Discuss a matter with our team.
A first conversation helps us understand the issue and whether we are the right advisers for it.