private advisory & succession planning
Brown Wright Stein’s private advisory and succession planning team understands the needs and concerns of individuals, families, businesses and business owners. Providing a combination of tax and commercial advice, we work with our clients and their business advisors to protect and preserve the wealth of our clients.
We provide strategic and practical advice in relation to business structuring, succession planning, estate planning, deceased estates, estate administration and estate litigation. We draw upon our thorough knowledge of laws surrounding tax, trusts, wills and superannuation to ensure that we provide multidimensional advice that is tailored to the needs of our clients.
we can assist with:
Asset and wealth protection
Business structuring and succession plans, including buy-sell agreements
Co-ownership arrangements, including unitholder agreements and shareholder agreements
Superannuation, including SMSF and binding death benefit nominations
Standard and testamentary trust wills
Planning in respect of interests in trust structures
Enduring powers of attorney
Instruments appointing enduring guardians
Advance care directives
Probate and estate administration
Estate, wills and trust related disputes, including family provision claims
Private charities
Family councils / Advisory boards
Family Office
private advisory & succession planning
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