Family Wealth Protection Strategists

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Our Services

Succession Planning

  • Predefine your succession plan akin to the Royal English Family.
  • Implement tailored strategies ensuring that control over your business and/or family wealth transitions to only those individuals you trust in a pre approved manner in case you can no longer assume control (e.g. in case of incapacity, death, litigation or simply your wishes.)
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Asset Protection

  • Deploying sophisticated strategies to protect your wealth from incapacity, creditors, ex-spouses, disgruntled children and the like without triggering Capital Gains Tax, Stamp duty etc.
  • Protect your family wealth for generations to come through sophisticated structuring, for example using split trusts.
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Estate Planning

  • We listen carefully to your wishes and thoroughly analyse your circumstances to tailor YOUR Estate plan.
  • Our Estate Plans are designed to minimise the risk of your estate being challenged through sophisticated strategies.
  • Avoid having your Deceased Estate being challenged which occurs in around 50% of all QLD deceased estates and 75% of these challenges are successful.
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Family Wealth Protection Strategists Pty Ltd offers expert succession planning, asset protection, and comprehensive estate planning to secure your financial legacy and family’s future.

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