By Sophia Pippos, Special Counsel and Stuart O’Neill, Special Counsel
Australia is currently experiencing the largest intergenerational transfer of wealth in its history. As families consider how best to transfer and preserve wealth, it is increasingly important to ensure that structures designed for tax, succession and asset protection purposes can also withstand scrutiny in the event of a relationship breakdown.
In this article, Family Law Special Counsel Sophia Pippos and Private Advisory Special Counsel Stuart O’Neill explore the role of family loans, trusts and Binding Financial Agreements in protecting family wealth across generations, and explain why a coordinated approach to family law, estate planning and commercial structuring is critical.
Download the full report: Protecting the Family Balance Sheet
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