Our high-net-worth clients include successful business owners, medical professionals, retirees, and those with significant family wealth or inheritances. We also represent the spouses of high-net-worth individuals who often have limited knowledge or control of property or financial resources.
High-Net-Worth Individuals
Challenges for high-net-worth individuals include managing intricate asset structures, compliance with financial disclosure obligations, and dealing with inheritances as part of property settlement.
Common Issues or Challenges
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Complex asset structures, including family trusts, unit trusts, and SMSFs
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Valuation and division of cryptocurrency and other emerging assets
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Protection of inheritances, gifts, and significant financial contributions made during the relationship
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Managing financial disclosure obligations and ensuring full transparency of assets
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Parenting arrangements, including live with and spend time with arrangements for children, choice of prestigious schools, extracurricular activities, and overseas travel
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Securing future financial resources, including spousal maintenance and access to trusts and inheritances
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Disparity of income or wealth between spouses
Ways We Help: Common Solutions, Strategies, or Outcomes Sought
- Advising on prenuptial agreements to protect family wealth,
- Forensic analysis of Family Trusts to determine whether the Trust will be included as an asset in the property pool,
- Engaging financial experts to value assets, including cryptocurrency, and to trace hidden or undisclosed wealth,
- Collaborating with tax advisors, accountants, and financial planners to structure settlements that preserve wealth and minimise tax liabilities,
- Coordinating with mortgage brokers to ensure clients have access to finance to complete property settlements,
- Prepare and draft a Binding Financial Agreement during the relationship to quarantine inheritance or gifts to be received,
- Drafting parenting orders that address the specific needs of children in high-net-worth families, such as time with each parent, schooling, and international travel,
- Representation in negotiations to protect future inheritances and ensure financial transparency,
- Representation in litigation including the enforcement and validity of a binding financial agreement, property settlement and or parenting arrangements.
Your First Step in Your Family Law Journey
Make a Smart Start
- 90-minute appointment with a Specialist Family Lawyer
- Get all your questions answered and understand applicable Family Law processes
- Comprehensive on-the-spot legal advice tailored to your circumstances
- Develop a plan to secure your best future
- $350 Fixed Fee (incl GST)