Succession Planning
We understand the need to protect your assets and can advise you on all matters relating to asset protection.
We can advise you on:
- Forming and administering trusts
- General asset protection and succession planning
- Wills and powers of attorney
- Relationship property
- Gifting
Meet our Succession Planning Experts
Mark Davies
DIRECTOR
Alex McIvor
DIRECTOR
Priya Takhar
SENIOR ASSOCIATE
What are our clients saying?
“You've been with us through some key changes; selling our first home, purchasing another,
starting a family and setting up our wills, enduring power of attorney and family trust.
You have our back, whatever we need”
K + J
PUAHUE
