Private Clients

Asset, estate & succession planning

In conjunction with our Tax and Revenue Group, we advise individuals and families on structures and arrangements to secure, manage and transition their wealth in effective ways. We ensure that your assets are dealt with in accordance with your wishes and that family wealth is passed on to the next generation in the most effective manner possible. Cowell Clarke’s private client practice group takes a focused approach to succession planning, structuring, superannuation and asset protection, particularly for high net worth individuals and families.

We are skilled in the preparation of wills, but preparing your will is only a part of our comprehensive range of services. We take the time to look at your asset base and family and corporate structures. We work in cooperation with your advisers (including accountants, financial services consultants, and insurance brokers) to gain a complete understanding of your circumstances and needs. We then assist you to identify your objectives for the ultimate transmission of ownership or control of personal assets, corporate and other entities, self-managed superannuation funds and family trusts.

Our high net worth clients value our discreet, tailored service. We work closely with in-house teams to ensure that succession planning is dealt with in a tax effective manner and with a proper regard for asset protection and family circumstances.