Private Wealth Law
High Net Worth Guide 2024 : Australia
Band 1
About
Provided by Hall & Wilcox
Our Private Clients team advise business owners, high net worth individuals and families. We are mindful of the often emotional nature of dealing with a client’s personal affairs and are skilled at navigating all relevant issues with sensitivity to achieve the desired and appropriate outcomes.
Our team’s extensive experience includes:
- preparing or updating estate and succession planning documents
- advising on trusts, including establishing trusts, continuing administration, dealing with succession of control of trusts, managing special disability trusts, undertaking trust deed reviews, and advising on trust interpretation and trust disputes
- preparing business succession planning, including by way of sale and inter-generational transfer, buy sell agreements and shareholder/unitholder agreements
- administering estates (probate and letters of administration)
- resolving private client disputes, including trust disputes and claims for further provision to be made out of the estate of a deceased person
- advising on asset protection structuring to minimise the exposure of assets to creditors and the Family Court
- advising on charity and philanthropy, including establishing and administering charitable trusts and foundations
- advising on superannuation and taxation
- advising on migration and international wealth.
Our team also work closely with other teams within the firm including financial services, tax, dispute resolution, and property.
Chambers Review
Hall & Wilcox advises high net worth clients on trust and estate matters. Its lawyers regularly assist with business succession planning, estate administration and charitable giving strategies.
Strengths
Provided by Chambers
"The lawyers we dealt with at Hall & Wilcox were experienced, knowledgeable and commercial. They were always very quick to reply to requests and completed the work in a timely manner."
"I can trust and rely on Hall & Wilcox. The work they produce is fantastic. They have a big enough team and if a person isn’t available, I know I will still get someone else that I can equally feel supported by."
"The lawyers we dealt with at Hall & Wilcox were experienced, knowledgeable and commercial. They were always very quick to reply to requests and completed the work in a timely manner."
"I can trust and rely on Hall & Wilcox. The work they produce is fantastic. They have a big enough team and if a person isn’t available, I know I will still get someone else that I can equally feel supported by."
Notable Practitioners
Emma Woolley has broad expertise in contentious and non-contentious estate, trust and family business matters. She also advises on tax and offshore trusts.
"Emma is an absolute pleasure to work with."
James Whiley provides trust and estate planning advice at both a domestic and international level. He also engages in tax work.
"James Whiley is very proactive and clearly very knowledgeable. He has great knowledge in his field of expertise. You can also put him in front of people and he'll really read the room and interact with them in a way they feel comfortable with."
William Moore advises on contentious and non-contentious estate matters. He also acts on tax, trusts and succession planning issues.
"William was fantastic with the clients and was adaptable in a changing environment."
"Will is a pleasure to work with."
Ranked Individuals at
Hall & Wilcox
Australia
Members
Provided by Hall & Wilcox
Andrew Meillunas
Casey Bombara
Claire Hawke-Gundill
Erin Brown
James Bon
Jana Sosner
Juliet O'Brien
Laura Hanrahan
McLane Edinger
Olivia Hunt
Sam Baring
William Moore
Head of Department