Every group below can be drawn on for a single matter, or combined for a client whose affairs cross funds, property, tax and succession at once — without ever leaving the Firm.
We establish unit trusts, wholesale and retail funds and managed investment schemes, and carry them through AFSL applications, product disclosure statements and constitutions. Custody, prime brokerage and platform agreements are handled with the same rigour — so a manager can focus on performance, not paperwork.
Who this serves: Boutique and emerging fund managers · private credit and real estate funds · responsible entities and trustees.
From AML/CTF program design and independent review to AFSL and Australian Credit Licence frameworks, we build compliance that holds up under real regulatory scrutiny — including general and life insurance broking and distribution advice, and representation in ASIC and AUSTRAC investigations. Since 1 July 2026, this expertise extends to law firms, accountants and real estate agents newly brought into the regulated population themselves.
Who this serves: Firms newly caught by Tranche 2 obligations · fund managers, brokers and insurers · real estate and precious-metals dealers.
Mergers, acquisitions and divestments in the mid-market, private equity and venture capital transactions, shareholder agreements and joint ventures — plus the debt, equity and restructuring advice that keeps a growing business standing through a difficult year.
Who this serves: Mid-market businesses and founders · private equity sponsors · family-owned enterprises transacting or professionalising.
Residential and prestige-market conveyancing, commercial and rural acquisitions and leasing, development and subdivision advice, and the foreign purchaser and FIRB considerations that come with international wealth. Often the first point of contact for a family acquiring or restructuring real property — and a natural bridge into the private wealth and tax practice.
Who this serves: HNW and family office property acquisitions · developers and commercial landlords · corporates relocating premises.
Wills, testamentary trusts and powers of attorney built for complex and blended families, business succession planning and family constitutions, and — where it becomes necessary — contested estates, family provision claims and estate administration handled with the same discretion as the plan that preceded them.
Who this serves: HNW and blended families · business owners planning succession · beneficiaries and executors in contested matters.
Notarisation and legalisation of documents for use overseas, apostille coordination through DFAT for Hague Convention countries, and certification of corporate documents, powers of attorney and identity for cross-border transactions — an in-house capability few Sydney firms of our size offer, and a natural extension of our international family office work.
Who this serves: International family office and offshore trust clients · corporates executing documents for use overseas · individuals with foreign property, citizenship or probate matters.
Commercial and shareholder disputes, trust and estate litigation, family provision claims, regulatory investigations and enforcement defence, mediation, arbitration and expert determination — approached first as a way to protect a relationship already built, and only second as a contest to be won.
Who this serves: Existing clients facing a dispute · trustees, executors and beneficiaries · businesses in commercial conflict.
Bespoke family office establishment — governance, investment committees, family constitutions — trust and corporate structuring for tax-effective wealth holding and intergenerational transfer, coordination of tax, accounting and investment advisers around a single legal structure, and philanthropic structuring through private ancillary funds and testamentary charitable trusts. This is the practice every other group ultimately serves: one family, one structure, one firm.
Who this serves: Single and multi-family offices · UHNW individuals with $10m+ investable assets · multi-generational family enterprises.