Private Wealth & Family Offices

Our multi-disciplinary team understands the particular tax issues that private clients and family offices face and the parameters within which they operate. We take a tailored approach to the individual needs of the family office or client, their risk tolerance and financial goals. Our expertise spans advising on the tax implications of partnerships and trusts, product and private rulings, business succession and requirement planning, as well as liquidations.

How can we help?

• Optimal tax structures for family offices and associated ventures
• Self managed superannuation fund establishment and management
• Business succession, exit and retirement planning
• Assistance with ATO liaison and audits

We provide a tailored, personal and discrete service to clients across the spectrum of their legal requirements to plan for the future, ranging from wealth management to drafting wills and guidance to arrange personal affairs. We can also assist with structuring of inter-generational wealth transfers and associated issues, such as dealing with succession of control of trusts and administration estates.

How can we help?

• Simple and complex estate planning
• Wills, testamentary trusts, powers of attorney and guardianship
• Family agreements
• Trusts
• Probate
• Asset protection
• Disputes
• Estate administration

We advise across all aspects of financing and growing your assets, acquisitions and divestments, and portfolio and family office management. We also work regularly with founders on transactions involving investments and buyouts by private equity and understand the drivers on both sides of the transaction.

How can we help?

• Structuring of investments
• Co-investment arrangements
• Acquisitions and expansions
• Capital raisings
• Exits and divestments

Family office and private clients have specific requirements for their philanthropic giving and involvement with charitable organisations. We work with our clients to support their charitable goals and to align their financial strategies with their values and objectives. We advise clients on philanthropic structures (including private ancillary funds, public ancillary funds, private charitable trusts and foundations) and all other aspects of charity law and on philanthropy and bequests.

How can we help?

• Charitable entity establishment and registration
• Bequests
• Governance
• Asset protection

Maddocks has deep expertise and insight in advising on all aspects of property transactions or development projects. Our team can help clients and family enterprises achieve the potential of their property portfolio by providing the right advice to establish, manage and grow their property assets.

How can we help?

• Real estate transaction financing
• Buying, selling or leasing property
• Developing your property
• Property disputes
• Construction

We provide pragmatic and efficient legal solutions for the regulatory and transactional issues that impact our private wealth clients, family offices and enterprises. Our practical service and strategic advice is aimed at generating higher returns while minimising risk. We can assist with fund establishment, management, licensing and regulatory requirements. Our guidance extends to advice on acquisitions, disposals and structuring of relevant businesses and investments and other private equity structures.

How can we help?

• Financing and capital raising
• Regulation and governance
• Company and investment vehicle structuring
• Private equity investments and ventures
• Funds establishment and management