Family Succession Planning

Family Governance Frameworks

We assist families in establishing family constitutions, governance protocols, and family councils to manage the decision making and distribution of family wealth across generations while minimising conflict.

Generational Wealth Transfer

We design structures that facilitate the gradual and controlled transfer of wealth to younger generations through trusts, foundations, family limited partnerships, and gifting strategies, each calibrated to the family's specific tax profile.

Incapacity Planning

We advise on powers of attorney, living wills, and lasting powers of attorney to ensure that in the event of mental or physical incapacity, the client's financial and personal affairs continue to be managed in accordance with their wishes.

Prenuptial and Postnuptial Agreements

We advise on the preparation of prenuptial and postnuptial agreements as part of a broader estate plan to protect family wealth from matrimonial claims and to clarify the division of assets in the event of divorce.