Private Client Services
Protecting Your Wealth, Family, and Future
Planning for the Future
Planning for the future starts with putting the right legal protections in place today. We guide clients through every aspect of estate planning, from wills and testamentary trusts to strategies that safeguard wealth across generations. Our asset protection and tax planning services ensure your personal and family assets are structured to minimise risk and optimise financial outcomes, while our succession planning solutions help family businesses transition smoothly with minimal disruption.
Managing and Growing Your Assets
We offer comprehensive wealth management and trust administration, including the creation and management of discretionary, unit, charitable, and self-managed superannuation trusts (SMSFs). For those looking to give back, we provide tailored philanthropic advice, including structuring private ancillary funds (PAFs) and other giving strategies. Our team also assists with property matters handling conveyancing, family loans, bank finance arrangements, and all aspects of leases and tenancies.
Navigating Life’s Complex Moments
When it comes to life’s more complex or challenging moments, we’re here to help. We guide executors and families through probate and estate administration, and navigate sensitive family or estate disputes with care and clarity. We advise on intergenerational arrangements such as loans and guarantees, prepare powers of attorney for both personal and financial affairs, and offer cross-jurisdictional advice for matters that span borders. Whatever your stage of life, we work to protect what matters and give you peace of mind for the future.
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.