Family Office
We provide dedicated legal counsel to high-net-worth families and family offices navigating the complexities of intergenerational wealth, business succession and governance.
Family wealth brings its own set of challenges, from aligning multiple generations around shared values to managing advisors, structures and risk across an entire family enterprise. Our team works alongside families, family offices and their trusted advisors to provide the legal expertise and guidance needed to protect and grow what has been built.
We understand that family office matters rarely sit within a single area of law. Our advice draws on experience across corporate structuring, estate planning, dispute resolution and property, so decisions are made with the full picture of a family’s affairs in view, not just the transaction in front of us.
We focus on what’s important to you: protecting family relationships alongside family wealth, and ensuring governance, succession and risk decisions serve the family for generations to come.
Specific services
Business succession
Passing a family business to the next generation is rarely just a legal exercise. We help families plan succession that balances fairness, capability and the practical realities of keeping a business running, addressing ownership, control and leadership transition well before the change happens.
Estate planning
Family office wealth is rarely straightforward, spanning trusts, business interests and assets across multiple jurisdictions. We prepare wills, trusts and estate structures that reflect the complexity of family wealth, giving families clarity over how assets will be managed and distributed.
Governance and structures
Successful families need clear decision-making processes as much as any corporate. We advise on the structures, charters and governance frameworks that define roles, manage conflicts of interest and keep decision making consistent as family membership and circumstances change.
Risk management
Protecting family wealth means identifying risk before it becomes a problem. We help families and their offices assess exposure across investments, business interests and personal affairs, and put practical safeguards in place to manage risk without adding unnecessary complexity.
Managing advisors
Most family offices work with a network of accountants, financial advisors and other professionals. We help coordinate that network, ensuring legal advice aligns with financial and tax strategy so decisions are made with a consistent, informed position across every advisor involved.
Transition management
Transitions, whether in leadership, ownership or family circumstances, are where family offices are most exposed. We support families through these periods with practical legal guidance, helping to manage change in a way that protects relationships as well as assets.
Transactions
Successful families regularly buy, sell and invest across a range of asset classes and business interests. We advise on the legal aspects of these transactions, from due diligence through to negotiation and completion, protecting the family’s interests at every stage.
Key contacts
We work to build authentic relationships where our experience and dynamic counsel combine to deliver invaluable insights that drive your success.
Peter Hollett, Director, Education Finance Services Pty Ltd
As a client over many years I can highly recommend any form of legal representation by Ken Petty and his team. Their service, advice, attention to detail and professionalism are outstanding. If you are looking for competent professional people, reliable communication and precise solid advice you can’t go past them.
Ben Graziani, CFO/Company Secretary, National Trust of Australia (Queensland) Limited
Insights
Leading expertise, nationally recognised
Connect with our dynamic legal advisors to unlock your astute advantage and shape greater outcomes for your business, your people and your community.
Contact our Family Office experts
Our experienced team is here to help you navigate through any challenge with confidence and expertise. Contact us now for a consultation.

