Estates & Decisions

When overwhelmed by information or options, the best place to start is by consulting our experienced medico-legal team. They can help unpack your challenge and develop a resolution pathway that helps make moving forward manageable. Call or contact us for a face to face or online consultation to kick off the planning process.

Change can be overwhelming. We help you understand the decision or situation you or your supporters find challenging. We then:

  • help you and your supporters (as appropriate) to unpack and understand your challenge, and then

  • help you develop an action plan that we think will help make moving forward to meet your challenge manageable

  • help you enrol your supporters in the action plan we propose including working with your other professional advisers and helpers as needed

Where we can, we provide you examples of resources you may need or activity pathways you can follow that we think will help resolve the challenge you are facing. These activity pathways may include recommendations for:

  • affairs management — by or for you

  • wealth preservation — for you and/or your successors

  • wealth transfer — at the time and circumstances of the your choosing

  • family continuity — crafting the right support for the right people and the right time

  • legacy within society, community and family — depending on your connections and aspirations

  • financial security and compliance — depending on your needs

  • business ownership, control and transfer — which will need be examined separately from and in context of the other solution areas outlined

  • financial structure (eg. SMSF or family trust) ownership, control and transfer — which will need be examined separately from and in context of the other solution areas outlined.

Call us now on Tel 1300 31 42 82 or Contact us for a face to face or online consultation to kick off the planning process.

Decision Making Ability Evaluation

(Consulting to respond to chaos, confusion and complexity)

Consulting, Education and Resolution Pathway support
Capacity & Capability Clinic operations
Community of Practice support

Wealth Administration

(Transactions that make choices and make solutions operational)

Trust and Estate Operations
Asset Acquisition and Disposal
Family Fiduciary Services
Dispute Resolution

Wealth Conservation

(Advice on choices clients have)

Estate Planning
Personal, Family Trust and Estate Governance
Estate Operation Policy and Strategy Formulation and Operation
Family Conferencing,
Conflict Management and Alternate Dispute Resolution
Shareholder and Group Governance Support

Succession Planning (During Life)

Representation
Operation Onshore
Operation Offshore
Wealth Transfer – What, When and How

Lifetime Representation Documents

(Consulting to respond to chaos, confusion and complexity)

Consulting, Education and Resolution Pathway support
Capacity & Capability Clinic operations
Community of Practice support

Succession Planning (After Death)

Representation
Operation Onshore
Operation Offshore
Wealth Transfer – What, When and How