Private Wealth Law
At Zeal Legal Group, our experienced private wealth lawyers offer exceptional legal services tailored to the needs of ultra-high-net-worth individuals (UHNWIs). We understand the complexities and confidentiality involved in managing substantial wealth, assets, and family affairs. Our focus is on ensuring these matters are handled with the utmost discretion and privacy.
Our dedicated lawyers provide bespoke legal solutions and strategies to protect and preserve your legacy while addressing the unique challenges faced by individuals with extraordinary financial resources.
Whether you require assistance with wealth management, business and estate structuring, or safeguarding your privacy, we are here to provide the personalised legal guidance you need. With extensive experience working with UHNWIs, we understand the critical importance of confidentiality, precision, and a proactive approach in managing your legal affairs.
We offer a broad range of legal services to meet the specific needs of UHNWIs, including but not limited to:
1. Wealth and Asset Protection
Our private wealth lawyers provide legal strategies designed to safeguard your assets from potential risks, creditors, or legal claims. We help structure your wealth through various asset protection strategies, including the use of trusts, proprietary limited liability companies, and family foundations, ensuring that your wealth is preserved for future generations.
Key Services:
- Asset Protection Planning: Shielding your wealth from lawsuits, creditors, and other risks.
- Family Trust Structuring: Creating trusts that provide protection, tax benefits, and ensure your wealth is passed on according to your wishes.
- International Asset Protection: Protecting assets across multiple jurisdictions with strategies designed to minimise risk globally.
2. Structuring Wealth and Companies
Effectively structuring wealth and managing business interests are critical components of preserving financial stability and mitigating risk. We assist clients structure their wealth through advanced financial planning techniques, ensuring that both personal and business assets are optimised for tax efficiency and protected from legal threats.
Whether you own multiple properties, hold complex investments, or are involved in diverse business ventures, we work with you to create an integrated plan that meets both your immediate and long-term goals.
Key Services:
- Wealth Structuring: Organising personal and family wealth through trusts, holding companies, or other structures to optimise tax efficiency, wealth transfer, and risk protection.
- Company Structuring: Establishing and structuring business entities such as family offices, limited liability companies (LLCs), partnerships, and holding companies to maximise financial and operational efficiencies.
- Cross-Border Structuring: Managing international business and asset interests, structures, and compliance.
3. Estate Planning & Succession Planning
Proper estate planning is crucial to ensuring that your wealth is distributed according to your wishes and that your loved ones are taken care of after your passing. Our estate planning services help UHNWIs develop comprehensive plans that protect their assets. Our services include preparation of bespoke wills, setting up trusts (including secret or half-secret trusts), or creating family succession plans.
Key Services:
- Custom Wills And (Secret) Trusts: Drafting comprehensive estate plans that specify how your assets will be distributed.
- Family Succession Planning: Structuring wealth transfer to future generations, whether through direct inheritance or family business succession.
- Charitable Giving Strategies: Setting up charitable trusts or foundations to fulfill your philanthropic goals while reducing your estate tax liabilities.
4. Business Succession and Family Business Planning
We assist UHNWIs with family business succession planning, ensuring that the transfer of ownership and leadership is handled smoothly. Whether you wish to pass your business to the next generation or sell it, we can assist to structure the process to preserve your wealth and legacy.
Key Services:
- Business Succession Planning: Structuring the transfer of business interests to ensure continuity and protect your legacy.
- Family Business Governance: Creating governance structures to resolve potential conflicts and ensure smooth operations.
- Buy-Sell Agreements: Drafting agreements that outline the process for selling business interests in the event of death, retirement, or other triggers.
5. Privacy Protection and Confidentiality
We understand that privacy is a top priority for UHNWIs. Our team of experienced lawyers offer legal strategies designed to safeguard your personal information, including your financial details, business ventures, and personal life. We recognise the importance of maintaining discretion, and we work to protect your privacy through various legal instruments, including non-disclosure agreements (NDAs), trust structures, and confidentiality clauses in business dealings.
Key Services:
- Confidentiality Agreements: Drafting and enforcing agreements to protect sensitive personal and business information.
- Privacy Protection Strategies: Implementing measures to protect your identity, financial details, and personal affairs from public exposure or unauthorised access.
- Litigation Safeguard: Minimising unnecessary public legal disputes that could compromise your privacy.
6. Philanthropy & Charitable Giving
If you have a long-term vision for philanthropy, our lawyers help to establish a private charitable foundation, allowing you to support causes over time in a structured and efficient way. This may include drafting governance documents, advising on compliance, and assisting with the ongoing management of the foundation’s assets and giving strategies.
Here to help
Get in touch for expert legal services in Melbourne. Our team is ready to assist you.
About Us
Our team is driven by a passion for justice and exceptional legal outcomes. Find out more about us, how we work and why you should choose us.
Why Choose Us for Private Wealth Law?
We understand the complexities and sensitivities that come with managing extraordinary wealth. Our team of experienced private wealth and commercial lawyers provides tailored solutions that address your specific needs, goals, and challenges. We can work closely with you to develop a comprehensive strategy that protects and grows your wealth, ensures your legacy, and resolves any personal or family.
Contact our private wealth lawyers today to schedule a consultation. Our team is ready to assist you.