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.
corporate business man leaning on boardroom desk

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.  

Common Issues or Challenges

High-net-worth individuals and their spouses face intricate financial and personal challenges during separation, such as:
  • Complex asset structures, including family trusts, unit trusts, and SMSFs

  • Valuation and division of cryptocurrency and other emerging assets

  • Protection of inheritances, gifts, and significant financial contributions made during the relationship

  • Managing financial disclosure obligations and ensuring full transparency of assets

  • Parenting arrangements, including live with and spend time with arrangements for children, choice of prestigious schools, extracurricular activities, and overseas travel

  • Securing future financial resources, including spousal maintenance and access to trusts and inheritances

  • Disparity of income or wealth between spouses

We have more Accredited Specialists in Family Law than 99% of all law firms in NSW.

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)