Family Office & Private Wealth

Wealth is measured across generations. The ownership structures, investment decisions, governance arrangements and succession plans that support it must be designed to endure. Our Family Office & Private Wealth team works with some of Australia’s most prominent individuals, families and family offices on the legal, commercial and strategic issues that arise in preserving, growing and transitioning significant wealth.

Every relationship is led by a partner who acts as the client’s principal adviser and single point of accountability. Rather than operating as a collection of specialists, we provide coordinated advice across the firm, bringing together the right expertise as required while managing strategy, delivery and outcomes. Clients deal with one trusted adviser; we manage everything else.

We advise on ownership, governance, succession, investment and operational matters, from complex operating businesses through to established family offices. For our clients, information is itself an asset that must be protected. Confidentiality and absolute discretion is not simply an obligation we meet; it is a condition of how we work. Backed by one of Australia’s broadest full-service commercial practices, we integrate seamlessly with existing advisers and deliver practical, long-term advice tailored to complex and evolving wealth structures.

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Family Office & Private Wealth

Our experience

  • Corporate We advise Australian and international family offices and ultra-high-net-worth individuals on their most significant investments and transactions, from acquisitions and strategic investments to restructures, divestments and exits.
  • Governance We advise families on governance across generations, including shareholder agreements, family constitutions, boards, decision-making frameworks and succession.
  • Estate planning We advise many of Australia’s leading family groups on complex estate planning, succession and wealth structuring arrangements. We have also been engaged in high-profile estate disputes involving estates with values in excess of $1 billion.
  • Property We advise family offices and private investors on property acquisitions, divestments, developments, leasing and joint ventures, from major commercial assets to family estates.
  • Litigation We regularly represent individuals and families with net investable assets in excess of $1 billion in relation to a range of litigious matters, including general commercial and contractual disputes, shareholder disputes, real property disputes and protecting reputational interests.
  • Taxation We advise family offices and ultra-high-net-worth individuals on tax structuring for major transactions, investments, trusts and succession, creating efficient structures built to endure.
  • Philanthropy We advise families on philanthropic structures, including ancillary funds, charitable trusts and foundations. We also act as responsible person for a number of ancillary funds and as trustee of charitable trusts, supporting governance, compliance and succession across generations.
  • Employment We advise family offices on executive and staff arrangements, incentives, confidentiality and employment protections, with discretion at every stage.