Private Advisory

Who we are

We provide expert legal and consulting services to private and family businesses, Australia-wide. From start-ups through to the largest family groups, we can help you achieve your desired result.

With specialised expertise across a range of disciplines, our aim is to provide high level, plain English advice and service that combines sophisticated technical expertise with a strategic consulting approach. This means fully understanding you and your business and ensuring that our advice is adequately tailored to your needs.

By gaining insight into your business from our very first consultation, we aim to provide you with proactive legal solutions and avoid the need for costly reactive legal problem-solving and dispute resolution down the track.

What we do

Our team has deep functional expertise across a range of business, personal and succession-focused areas.

In particular, we have strong capability and provide strategic advice in relation to:

  • Guiding you through the period leading up to a liquidity event
  • Private/Family Business consulting
  • Advising Real Estate franchisors
  • Estates and Succession, including business succession
  • Transitioning to Aged Care
  • Asset and intellectual property protection.

We can also advise on mergers and acquisitions and debt and capital structuring and co-ownership matters.

In addition, our lawyers can assist you with a full range of taxation law services to  complement our strategic advice.

Aged Care

Moving into a retirement village or residential aged care can be a complex and confusing process.

At this often stressful and emotional time, navigating the complex legal landscape and contractual arrangements presents yet another challenge. And, if you make the wrong decision or get bad advice, this can cost you significant money, time and hassle later down the track.

We focus on asking the right questions, so you can focus on making the right choices.

Our specialist team are experts in guiding you and your family through the process, understanding your needs, ensuring that you are protected, and alleviating as much stress as possible. Our aged care and retirement lawyers can also look after your wills, powers of attorney, and conveyancing, and refer you to other trusted professionals in our network, including financial planners, real estate agents, and facility providers, if required.

Estates & Succession

Family relationships can be complex. It is important to think clearly about succession planning both from the perspective of vulnerable beneficiaries and also from the perspective of what you as an individual think is important.

Our estates and succession lawyers work with high net worth and ultra-high net worth individuals, including business owners, to help them build the appropriate structures for these discussions.

Our goal is to provide you and your family with peace of mind.

Our expertise includes:

  • Estate planning
  • Business succession planning and exit strategies
  • Powers of Attorney, Administration and Guardianship
  • Grant of Representation for deceased estates
  • Estate administration
  • Estate litigation
  • Trusts.

Private & Family Business Consulting

Our team has deep and specialised expertise and provides strategic advice in relation to:

  • Guiding clients through the period leading up to a liquidity event
  • Business succession planning
  • Asset and intellectual property protection
  • Co-ownership issues (such as shareholder agreements and disputes)
  • Mergers and acquisitions.

Where appropriate, we work collaboratively with our tax and estate planning specialists to ensure that all relevant aspects of a matter are appropriately considered. We aim to identify the potential benefits and any legal risks which you may encounter, as part of our holistic and integrated approach to private legal advice.

Real Estate Franchisors

Our specialist Estate Agency lawyers have provided strategic advice to key players in the residential and commercial real estate agency sector for many years. We have an in-depth understanding of the relevant issues facing estate agency business owners at the franchisor and sole owner level, including regulation and broader market industry trends.

We are closely involved with all aspects of the estate agency industry, so we understand the operational and regulatory issues that the industry faces, which enables us to deliver practical, commercial solutions.

Our clients include some of the largest estate agency franchise groups in Australia, through to boutique sole operators. We are active participants in the key estate agency industry associations, contributing to the policy debate and submissions to government on regulatory change. We invest the time to develop innovative products and solutions for our estate agency clients to assist them to comply with licensing and other applicable regulations.



Commercial Disputes