As private client lawyers, we often work with clients’ other advisors, such as accountants and financial planners, to provide comprehensive and tailored solutions.
We prioritize discretion, privacy, and strive to have a deep understanding of each client’s unique circumstances, family dynamics, and long-term objectives.
ANZ Lawyers provides a range of specialized legal services tailored to high-net-worth individuals, families, and family businesses. These services typically include:
Estate planning: Advising on wills, testamentary trusts, and succession planning to ensure wealth is transferred according to the client’s wishes.
Asset protection: Setting up and managing family trusts, discretionary trusts, and other legal structures to protect and preserve wealth.
Tax planning: Providing advice on individual and family tax strategies to optimize financial outcomes.
Succession planning: Developing plans for family business succession that align with business objectives and minimize potential disputes.
Wealth management: Advising on various aspects of wealth development, financial management, and investment strategies.
Trust administration: Assisting with the setup and management of various types of trusts, including discretionary trusts, unit trusts, charitable trusts and self-managed superannuation funds (SMSFs).
Philanthropy: Advising on charitable giving strategies, including setting up private ancillary funds (PAFs) and other philanthropic structures.
Sale and purchase of real estate: Conveyancing including sales and purchases of real estate, bank loans and family loans.
Leases and tenancy agreements: Drafting and advising on small business leases, residential tenancies and assisting in tenancy dispute resolution.
Estate administration: Managing the probate process and administering estates.
Dispute resolution: Representing clients in estate disputes, including will challenges and family disputes, as well as offering alternative dispute resolution methods.
Intergenerational family matters: Advising on family loans, guarantees, and security arrangements to help family members.
Powers of attorney: Preparing and advising on various types of powers of attorney to manage financial and personal affairs.
Cross-jurisdictional advice: Providing guidance on legal matters that span multiple jurisdictions, both domestically and internationally.
Talk to someone who’s seen it all before.
Book a consultation with ANZ Lawyers and get practical, plain-English advice for your start-up.