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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


Alex McIvor


Priya Takhar


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


Read the latest succession updates from our blog

Book a free consultation

We offer a free consultation if you’re on the fence about who you’d like to act for you.