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Family Wealth & Business Succession

Specialist advice on all aspects of family wealth and business succession planning.

How we can help

SWS Lawyers has extensive experience advising a wide range of clients on all aspects of family wealth and business succession planning. We are an adviser of choice to high-net-worth individuals, business owners and family groups who respect our ability to provide pragmatic advice in a sensitive and discrete manner.

Pragmatic and
discrete.

Individuals who have trusts, SMSFs, businesses or other unique circumstances need sophisticated estate planning advice that will properly protect their assets. We draw on our firm’s extensive expertise in corporate, trust and property law to ensure an effective plan is in place that will preserve family wealth.

We work with you and your other advisers to ensure you have a comprehensive estate plan that will deal with your assets in an efficient and tax-effective manner in accordance with your wishes. We regularly advise clients on all facets of family wealth planning including the preparation of Wills, testamentary trusts, powers of attorney and appointments of enduring guardian. We recognise that every situation is unique and we are able to produce documents that are specifically tailored to each client’s needs.

Just as it is important to ensure appropriate strategies are put in place to plan for your death, it is equally important to ensure your assets are adequately protected during your lifetime. SWS Lawyers specialises in business succession planning and structuring, and we can provide you with valuable advice in relation to optimal structures for both your personal and business assets. We can advise you on the benefits and risks of the various options available to you, including corporate entities, partnerships and the various types of trusts (including discretionary, family and unit trusts).

Our team advises private clients in relation to business succession planning through the preparation of partnership, unit and shareholder agreements and drafting of buy-sell agreements (whether insurance funded or otherwise). We understand that having a proper business succession plan in place can be critical to ensuring a smooth transition during times of uncertainty and change (for example, disputes between key stakeholders, retirement or the unexpected death or illness of key management personnel or stakeholders).

We regularly liaise with our clients’ financial and taxation advisers to ensure that their estate and business succession plans are tax-effective and align with their ultimate financial goals.

Their approach is always professional and delivered at a standard comparable to a capital city law firm. It is the clear strategic direction that has always impressed me about the SWS team.

-Director, Top 10 Australian Accounting Firm

We believe their ability to combine first rate legal expertise, commercial judgement and strong negotiating skills is rare amongst lawyers and provides us with a real competitive advantage in corporate transactions. We use SWS because of their ability, not their post code.

-Robert Radcliffe-Smith, Advent

The combination of rare legal expertise, commercial judgement and strong negotiating skills is rare amongst lawyers and provides us with a real competitive advantage in corporate transactions.

-Paul Valaire, Addcar

SWS has assisted with advice on securing and exercising complex property and commercial contractual rights and assisting with protracted contractual management and implementation. We value legal experts who can offer pragmatic and commercial legal solutions for our complicated matters. SWS Lawyers has consistently met these criteria.

-Leading AU/NZ Logistics Company

The team at SWS Lawyers have already showcased their professionalism, commitment, positive can-do attitude and insight into our needs and have a clear understanding of the disability sector.

-Garry West-Bail, Deaf Sports Australia
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