Family Offices & Funds Structuring
High Net Worth Guide 2024 : Australia
Band 1
About
Provided by Hall & Wilcox
Hall & Wilcox’s is a national firm with an international outlook, comprising highly experienced and skilled advisers in Private Clients, Taxation, Fund Management. The firm’s independent networks associated with its Europe, China and USA desks, has positioned it uniquely to assist large family offices with international connections. Many families are longstanding clients of the firm and have sought and valued our advice across generations.
Key types of work
- Structuring International wealth for asset protection, structuring global wealth, coordinating the international advice and dealing with international estate planning and estate administration
- Business succession planning including by way of sale and inter-generational transfer, buy sell agreements, shareholder/unitholder agreements
- Complex tax advisory work (including cross-border taxation, in collaboration with a carefully curated network of offshore peer firms) and complex tax disputes
- Private client dispute resolution including trust disputes, breakdowns in relationships and claims for further provision to be made out of the estate of a deceased person;
- Complex governance issues, including structures for ownership and decision making, and multi-jurisdictional succession planning
- Trusts including establishment, continuing administration, dealing with succession of control of trusts, special disability trusts, trust deed reviews, advice relating to trust interpretation and trust disputes
- Charity and philanthropy
Chambers Review
Hall & Wilcox has experience advising family offices on business succession planning and establishing and administering trusts. Its lawyers frequently deal with high-value and complex matters, and are capable of working on cross-border issues.
Strengths
Provided by Chambers
"Hall & Wilcox provide a personal touch to complicated matters, ensuring efficient resolution."
"The team are able to provide access to internal resources across a range of issues in a complex transaction. They are also able to provide capacity to work on transactions in a timely manner."
"Hall & Wilcox provide a personal touch to complicated matters, ensuring efficient resolution."
"The team are able to provide access to internal resources across a range of issues in a complex transaction. They are also able to provide capacity to work on transactions in a timely manner."
Notable Practitioners
Harry New gives expert advice on financial services, fund structuring and corporate law. He also has experience in establishing and representing family offices.
"Harry New is very knowledgeable and has a commercial approach."
Emma Woolley has extensive experience in advising clients in estate planning and estate administration matters. She also assists clients with trust structures and business succession planning. Her clients include high net worth individuals, privately held businesses and family offices.
Frank Hinoporos has significant tax experience and particular expertise in private ancillary funds. He helps high net worth individuals and family offices establish charitable trust structures and philanthropic ventures, as well as advising on business transactions and corporate structuring.
"Frank Hinoporos is an excellent adviser who provides thoughtful advice and exceptional client service."
"Frank has good commercial insights which complement his specialist legal skills."
Ranked Individuals at
Hall & Wilcox
Australia
Members
Provided by Hall & Wilcox
Eugene Chen
James Whiley
Jana Sosner
Laura Hanrahan
Mona Sukkar
Sam Baring
Todd Bromwich
William Moore