Family Trusts & Asset Protection
We establish and advise on family discretionary trusts, unit trusts, and other structures designed to protect your assets, manage tax, and preserve wealth across generations. Whether you're setting up a new trust, reviewing an existing one, or restructuring ahead of a significant event, we make sure the structure works the way it's intended to.
What this can cover
- 1Setting up a family discretionary or unit trust
- 2Reviewing the trust deed and trustee arrangements
- 3How trusts fit with wills and succession planning
- 4Restructuring ahead of a significant event
This page is general information only. Every matter is different, so please speak with us about your circumstances.
How working with us starts
- Step 1
Tell us what is happening
A short call or email is enough to start. No jargon, no pressure.
- Step 2
We explain your options
We set out the general steps, likely costs and timing in plain language.
- Step 3
You decide how to proceed
You stay in control, with a clear view of the road ahead.
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