Private Advisory

What is Private Advisory?

Private Advisory is the provision of advice and services to individuals and non-commercial entities. Often this includes the provision of advice to family trusts, wealth protection structures, self-managed superannuation funds, family businesses or investment vehicles.

The Private Advisory Services we can assist with include:

• The establishment of family trusts, investment trusts and other wealth protection structures;
• Strategies to protect personally held assets;
• Development of strategies to protect your estate from contest;
• Acting as legal adviser to the family businesses, including attendance at board meetings; 
• Advising on legal issues and risk mitigation strategies; and
• Implementing appropriate trustee structures.