Areas of Focus

Asset Protection
  • Establishing perpetual Family Protection Trusts with Leading Member Corporate Trustees for protection of the Family Home, Businesses and all other assets and investments. Along with providing bloodline protection and a line of succession for seamless transition.
  • Upgrading existing discretionary trusts to Family Protection Trusts.
  • Incorporating split-trust options for sub-trusts to be created when wealth is passed to the next generation. 
  • Ultilising strategies to protect any personally held assets against creditors and litigation without incurring stamp duty or Capital Gains Tax (CGT).
  • Business restructuring to protect all business intellectual property. 
  • Maintaining ongoing compliance of Asset Protection structures and keeping up to date with changes in legislation
Protective Estate Planning
  • Structuring to protect against family provision claims
  • Wills with Testamentary Trusts
  • SMSF Wills with Testamentary Trusts
  • Enduring Powers of Attorneys (EPOAs)
  • Advanced Health Directives
Succession Planning
  • Family
  • Business
  • Intergenerational Wealth Transferring
  • Board of Guardians
Family Wealth Protection works with its team of strategic partners to provide the services listed above

To find out where your Family Wealth is exposed and how much Value that we can add to your current situation then complete your
Complimentary Family Wealth Protection Assessment today

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Disclaimer: The information and any advice contained on this website is general in nature and does not take into account the objectives, financial situation or needs of any particular person. You need to consider whether the information is appropriate to your needs, and where appropriate, arrange an appointment to seek professional advice prior to acting on this information.

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