Practice area
Private Client
Succession planning, family governance and personal asset structuring for families and promoters.
Overview
We advise families, promoters and individuals on the orderly holding and transition of personal and business assets.
Our private client work covers wills and testamentary documentation, private trusts, family settlements, family constitutions and governance frameworks for family-owned businesses.
We advise on succession in promoter-held companies, including the interaction between personal estate planning and shareholder arrangements.
The practice also handles probate and succession applications, and advises on residency and cross-border succession considerations for globally mobile families.
How we help
- Wills and testamentary documentation
- Private trust structuring and administration
- Family settlements and constitutions
- Promoter succession and shareholding transitions
- Probate, succession and letters of administration
- Cross-border succession and residency advisory
- Philanthropic and charitable structuring
- Family governance and dispute prevention
Representative experience
Selected mandates in this practice.
- 01
Advised a promoter family on succession documentation and the governance framework for a family-held group.
Representative experience is presented in general terms and does not disclose confidential client information. It describes the nature of mandates undertaken and is not a representation of outcomes achieved or results that may be expected in any other matter.
Sector context
Industries we advise in this area.
Contact
Advice on private client.
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