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Private Clients

Our experienced Private Clients team works with clients including senior managers, family business owners, and their families, in Australia and overseas, advising on how to protect and manage their wealth and plan for the future.

Working closely and collaboratively with our clients’ accountants, financial planners and other professional advisers, we work towards a common goal – to provide peace of mind now and to reduce disputes, stresses and distractions in the future.

Family and Relationship Law

We recognise the importance of putting plans in place to deal with potential relationship or family breakdown. We help our clients with asset protection, binding financial (including pre-nuptial) agreements, child support trusts, property settlements and international family disputes. One of our main strengths is that, in times of family and relationship breakdown, we work hard to resolve all issues and get results so that our clients can move on with their lives.

Wills and Estates

Our team understands how complex family structures (such as blended families and family businesses) work, and we strive to find the best practical and commercial solutions.

We assist our clients by preparing and reviewing wills and other family agreements and use testamentary trusts for effective asset protection, financial flexibility and tax effectiveness and to enhance control over assets. We also obtain probate and act on the administration of estates.

We also represent executors, trustees, and beneficiaries in estate disputes and litigation, always seeking the best result, in the shortest time, at a minimum cost.

 

Recent Experience

Partner of an emerging media business – Collaborative Family Law

Efficient resolution of a complex financial settlement using a collaborative process, resulting in the business being retained by our client.

Owner of an international telecommunications business – Preplanning and preparation of relationship agreement

In preplanning and preparation of a relationship agreement. Lengthy and expensive Family Court litigation was avoided when the relationship ended.

Large family owned motor dealership – Financial agreements

Assisted by preparing financial agreements for a number of second and third generation family members.

Transport and haulage business owner – Wills

Assisted the executor of the Will in managing multi-million dollar estates.

Property developer – Binding Financial Agreement

Protected substantial assets from a claim by a long term de facto partner by negotiating and preparing a Binding Financial Agreement.

Property investors – Preparation of Wills and preplanning

Assisted parents and siblings, and blended families in preparation of wills and property ownership documentation for on-going management and planning in regard to the ultimate division of assets.

Areas of expertise

  • Asset protection
  • Binding financial agreements (including pre, during and post marriage/relationship)
  • Business succession planning
  • Child abduction (interstate and overseas)
  • Child support
  • Child support trusts
  • Children and parenting issues
  • Collaborative family law
  • Complex commercial family law solutions
  • Defacto financial settlements
  • Divorce
  • Estate Administration
  • Estate challenges and Litigation
  • Estate/Succession planning
  • Family charters and constitutions
  • Family trusts – establishment
  • Independent Estate Executorships
  • Inter-generational change in business ownership
  • Mediation and round table conferences
  • Multi party litigation
  • Philanthropic and Legacy planning
  • Powers of attorney – individual
  • Powers of attorney – business
  • Property settlements
  • Relationship agreements
  • Residential conveyancing
  • Rural conveyancing
  • Superannuation
  • Testamentary trusts
  • Wills
  • Family trusts – advice, review and interpretation

What our clients say about us

“Having worked with Macpherson Kelley over many years all I can say is there is no one better within the area of Family Law. Macpherson Kelley’s attention to detail is second to none. I would commend the Family Law part of the Practice wholeheartedly and without reservation.”

Michael Sojka, Managing Partner – Rose Partners

“After fleeing an abusive marriage, I engaged the services of Macpherson Kelley.  My settlement was completed in a timely manner due to their expertise, with understanding and professionalism.  I highly recommend using this firm.”

Senior Professional – Victorian manufacturing company

“We are so grateful for all Macpherson Kelley’s Wills and Estates team’s hard work throughout this whole case. From the minute we walked into mediation it truly showed just how lucky we were to have such a professional team. When all this is finalised, it will make me one very happy person knowing my uncle can get on with the rest of his life without worry. Thank you so much.”

Close relative of an elderly client, NSW

contacts

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