Succession
We advise on business and personal succession planning including business transition arrangements, superannuation, wills and estate planning.
Our strategies utilise buy sell agreements, business transition agreements, superannuation strategies, unique will documents and testamentary trusts. We ‘close the loop’ on these strategies with probate applications and estate administration.
Amongst other things, our team members have:
- undertaken business succession planning for a range of clients involving a combination of succession documents. The clients include large and small family businesses across primary production, manufacturing, professional services, property, construction and other industries
- undertaken complex estate planning for high net worth individuals with sophisticated testamentary trusts and other strategies