Estate Planning & Administration

We provide personalised counsel to clients in planning for the optimum ownership and disposition of family assets. The strategies implemented are carefully tailored to each person’s or family’s needs. We work individually and collegially to provide informed advice, execute on our clients’ wishes and promote our clients’ goals.

We focus on opportunities for the transfer of our clients’ real estate and business interests to family members at favourable valuations, often before substantial growth in the value of these interests, utilising appropriate discounts. We work closely with our clients’ other professional advisors, including accountants and financial planners, to accomplish our clients’ goals.