Defend your family wealth against a third party claim

We advise on structuring and legal strategies to defend family wealth against third party claims.

Family wealth can be exposed to claims you do not see coming, and the available options narrow significantly once a claim is on foot. The right time to structure against those risks is before any threat exists, because transactions made in anticipation of a claim can be challenged and set aside. We advise on the structures and strategies that provide genuine protection for family wealth against third party claims.

Structure assessed against real claim scenarios, not just in theory.

Vulnerabilities identified and addressed before any claim arises.

Advice on timing so that any restructuring is done correctly and defensibly.

The protection available to family wealth depends entirely on what was put in place before any claim arose.

Once a claim is on foot, the options narrow. The structures and strategies that would have provided meaningful protection before the claim may no longer be available, and transactions made in anticipation of a known claim can be challenged. Taking advice on the protection of family wealth is most valuable, and most effective, when there is nothing pressing on the horizon.

Family wealth is only as protected as the structure that holds it.

You have accumulated family wealth and you want it to stay where it is. But the legal exposure of that wealth depends on how it is held, and a structure that has not been reviewed against real claim scenarios may not provide the protection you think it does. The time to find that out is before a claim is made, not after.

We will review your existing asset-holding structures and advise on the protection they provide against the claim scenarios relevant to your circumstances.
We will identify vulnerabilities in existing arrangements and advise on the changes needed to provide genuine protection.
We will advise on the timing of any restructuring to ensure steps taken are defensible and effective.
We will advise on specific threats as they arise and the options available in the circumstances.

The wealth you have built can be exposed to claims you may not see coming, and the time to put protection in place is before a claim is made, not after one is on foot.

Most people assume that the law will protect what belongs to them. But a creditor pursuing a business debt, a former partner asserting a family law claim, or a beneficiary challenging a distribution can reach assets that feel entirely separate from the dispute that gave rise to the claim. Once a claim is on foot, the options available to restructure or protect those assets narrow significantly, because transactions made while a claim is anticipated can be set aside. The time to put the right structure in place is when there is no threat on the horizon.

What's included in your family wealth protection service

Existing structure assessment against claim scenarios.
Vulnerability identification and protection advice.
Timing and defensibility advice on restructuring.
Creditor and family law claim risk advice.
Ongoing protection monitoring and review.

What goes wrong when family wealth is not properly protected against third party claims?

Families who assume their existing trust or company structure provides complete protection often discover its limits when a claim is made and the protections they relied on are found to be weaker than expected. A structure that was established years ago may not have been maintained correctly, or may not have been designed with the specific claim scenarios that are now relevant. By the time the vulnerability is identified, the options for addressing it have narrowed considerably.

Here is how we help you put genuine protection in place for your family wealth.

We review existing structures against the specific claim scenarios relevant to your circumstances and assess where the protection is strong and where it is not. We advise on the changes needed to address vulnerabilities and the timing and defensibility of any restructuring. We advise on specific threats as they arise and the options available to defend your family wealth in the circumstances.

Three steps to protecting your family wealth against third party claims.

Structures reviewed, vulnerabilities addressed, protection in place.

Review and assess.

We review your existing asset-holding structures and assess the protection they provide against the claim scenarios relevant to your circumstances.

Advise and restructure.

We advise on the changes needed to address vulnerabilities and manage the implementation of any restructuring so the steps taken are defensible and effective.

Monitor and respond.

We advise on specific threats as they arise and the options available to defend your family wealth in the circumstances.

Lawyers experienced in asset protection, trust and company structuring, and third party claim defence across Australia.

Families who have spent decades building wealth often find the question of how to protect it uncomfortable to engage with, either because it feels unnecessary or because the structures already in place appear adequate. We advise on asset protection with the understanding that the real value of taking advice is in what it reveals before it becomes necessary.

We understand you want to know the cost, before we get started.

We will map out our process, from beginning to end, so you know what the journey will look like before you get started.

We will provide you with a clear and detailed Work Proposal covering each step along the way.

Our fair fees are all-inclusive. No hidden costs for telephone calls, emails, photocopying, couriers, or coffee.

Our great lawyer guarantee

We want to be part of your team over the long term. We achieve this by adhering to these core principles:

Take the time

We listen carefully to understand what you want to achieve. Then we thoroughly explain our advice and step you through the documents. You can be sure you know the full consequences.

Share our knowledge

We will pass on as much knowledge as we can, so you can make your own informed decisions. We want to make you truly independent.

Stick to our knitting

We only do what we're good at. You can be confident that we know what we're doing and don't pass on the cost of our learning.

Work as one team

Someone will always be available to answer your questions, or point you in the right direction. You will also benefit from a range of perspectives and experience.

Fair pricing

For advice and documents, we provide a fixed or capped quote so you don't take price risk. If you're in a dispute, we map out the process and costs so you know what to expect.

It's your show

We're not in this for our egos. We're in it for a front row seat to witness your success.

Ready to review the protection available to your family wealth?

The protection available to family wealth depends on the structures in place before any claim arises. We advise on asset protection and wealth structuring across Australia. Contact us to discuss your circumstances and the protection currently available.

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