Succession Planning

Clients wishing to plan for the future – in particular, those who own or are in key management positions within businesses – should have a well thought-out plan in place to account for the time when they are no longer with the business.

Not something we all like to think about, but it’s an unavoidable reality.

We work with our clients to map out succession plans that cover business transition arrangements, superannuation, wills and estate planning.

In particular, we have extensive experience working with family-owned business to structure the business owners’ commercial and personal affairs in a way that will provide their families with a financially healthy legacy.

In doing this we employ a range of strategies including buy sell agreements, business transition agreements, superannuation strategies, unique will documents and testamentary trusts.

We ‘close the loop’ on these strategies with probate applications and estate administration.