Build and protect your wealth: trusts and asset protection

You have worked hard to build what you have. The right legal structures will protect it from creditors, relationship breakdown, and tax, and make sure it ends up in the right hands when the time comes.

Put the right structures in place to protect and grow what you have built

Trusts, asset protection strategies, family governance arrangements, and carefully structured ownership can make a material difference to how much of your wealth you keep, how it is protected, and how it is ultimately transferred. Our lawyers will help you get every piece of it right.

Structure for protection

Put the right trust and ownership structures in place to shield your assets from creditors, litigation, and relationship breakdown.

Preserve for future generations

Establish family governance frameworks and trust arrangements that keep wealth within your family across generations.

Manage with confidence

Keep your trust arrangements compliant, correctly administered, and optimised for tax at every stage.

When you work with us, you will have the structures in place to know that what you have built is properly protected and set up to last.

You will have trust arrangements that are correctly established, documented, and administered. You will have asset protection strategies that are appropriate for your circumstances and properly implemented. You will have a clear picture of how your wealth is held, how it is protected, and how it will transfer when the time comes.

How we can help

We advise high net worth individuals, family groups, and business owners on trusts, asset protection, and wealth structuring across every stage of life.

Why protecting wealth requires more than good intentions

Many Australians accumulate significant wealth over their lifetime but have structures that offer little real protection. Assets held in the wrong name, trusts that are poorly administered, or ownership arrangements that have not kept pace with changes in the law can all leave wealth exposed to risks that proper planning would have prevented.

Creditor claims, family law proceedings, and tax assessments do not discriminate between well-intentioned families and poorly structured ones. The question is not whether you trust the people around you, it is whether your legal structures would hold up if put to the test.

At ADLV Law, we have over 25 years of experience helping high net worth individuals, family groups, and business owners structure and protect their wealth. Our team includes Fellows of the Society of Trust and Estate Practitioners, Accredited Specialists in Business Law, and Chartered Tax Advisers who understand every dimension of wealth protection and will give you advice built on genuine expertise.

Want to make sure your wealth is properly protected?

Whether you are setting up your first trust, reviewing existing structures, or dealing with a specific threat to your assets, speak to one of our wealth protection lawyers today.

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Build and protect your wealth: trusts and asset protection

Put the right structures in place to protect and grow what you have built

Structure for protection

Preserve for future generations

Manage with confidence

When you work with us, you will have the structures in place to know that what you have built is properly protected and set up to last.

How we can help

Establish and manage a trust

Set up or amend a unit trust

Asset protection from third-party claims

Manage finances for a vulnerable family member

Defend family wealth from a family law claim

Trust distribution minutes and resolutions

Replace a lost trust deed

Family governance and family office setup

Binding financial agreements

Notarial services

Set up a Special Disability Trust

Set up a Farm Trust

Acting under enduring power of attorney

Ongoing family governance participation

Investment proposal advice

Pursue an insurance claim

Why protecting wealth requires more than good intentions

Want to make sure your wealth is properly protected?

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