private clients and high net worth individuals

Private clients and high net worth individuals

Home → Industry expertise → Private clients and high net worth individuals

For individuals whose personal, financial and business interests intertwine, legal advice needs to be more than just standard estate-planning or asset protection.  Dundas Lawyers® offers the unique commercial perspective and breadth of expertise to help high-net-worth clients manage their affairs with clarity and confidence.  Our approach is client-centric and business-aware, helping you structure, protect, and preserve wealth in a way that aligns with your broader commercial and personal goals.

Why choose Dundas Lawyers®?

Having exerted Blood Sweat and Years® since April 2010 we are the team you want on your side for the long term to act as the ‘bodyguard’ for you as a private client or high net worth individual.  Some of the reasons clients choose Dundas Lawyers® include:

  • our Uncommon business acumen;
  • our Uncommon expertise in transactional, compliance and litigious matters;
  • our Uncommon expertise in managing the legal affairs of private clients and high net worth individuals;
  • our Uncommon customer focus;
  • the fact that we don’t just know law, we know business!
  • how we leverage our Uncommon Nous® to provide client centric solutions.

Considering getting a lawyer to advise your business?

For a confidential, no obligation initial telephone call to find out how we can help your business gain an uncommon advantage, please phone our team on either 1300 386 529 or 07 3221 0013.

Recent insights for private clients and high net worth individuals

  • Bequeathing units and shares to a testamentary discretionary trust

    Bequeathing units and shares to a testamentary discretionary trust

    A testamentary discretionary trust will (TDT) can be an effective vehicle for holding and managing assets for beneficiaries under a will.  That said, the fact that an asset can be left to a TDT does not mean that the transfer of the asset, or subsequent dealings with it, will necessarily be straightforward.  Shares in a… Read more

  • Can a unit trust be wound up by the oppression remedies

    Can a unit trust be wound up by the oppression remedies

    The Corporations Act 2001 (Cth) (Corps Act) grants the Courts the power to award remedies under section 233, specifically designed to address situations of oppression within corporate entities under section 232.  These remedies, also known as the “Oppression Remedies”, aim to resolve situations where a company’s conduct unfairly prejudices its members or shareholders.  While primarily… Read more

Recent Federal Court decisions regarding private clients and high net worth individuals

Sorry, there are no recent cases on file.

Send this to a friend