We assist individuals, families and organisations in structuring and protecting assets through trusts and other succession-planning arrangements, with a focus on continuity, protection and effective administration.
Effective estate planning is not only about what happens after death. Proper planning can provide clarity on the ownership, management and eventual distribution of assets while helping families and businesses achieve long-term continuity. We advise clients on:
- Establishment and structuring of trusts;
- Family and private trusts;
- Trust deeds and related documentation;
- Appointment and responsibilities of trustees;
- Estate and succession planning;
- Structuring and preservation of family assets;
- Inter-generational transfer of wealth;
- Asset holding and management structures;
- Beneficial ownership arrangements;
- Review and restructuring of existing trust arrangements; and
- Legal issues arising from the administration and operation of trusts.
We work with clients to develop structures that reflect their objectives while ensuring that the arrangements are properly documented and legally compliant.