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Protecting family and generational wealth in the event of separation

Protecting family and generational wealth in the event of separation

There are many circumstances where a patriarch or matriarch within a family has built up
considerable wealth for the benefit of their children or grandchildren. In these circumstances,
separations of children, siblings or other family members can have a profound effect on the
distribution of wealth within such structures and cause unnecessary angst and stress.
Whilst there is no way to guarantee protection of generational and family wealth, there are methods
that can be implemented with good commercial legal advice to assist in the protecting of assets
from relationship breakdown claims.
Typically, these methods would include the following:-

  1. The use of testamentary trusts;
  2. The nature of structures and entities that are put in place;
  3. The separation of finances during relationships;
  4. The use of Binding Financial Agreement.

We do not practice in the areas of Wills and Estates or Trusts, but we are skilled at recognising
important consideration that impact upon how the Family Court may ultimately determine the nature
of a spouse’s interests in entities or under a testamentary trust. This in turn, can assist professional
advisors in helping to plan and protect generational wealth.


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Privacy Policy

The Privacy Statement of the Company is incorporated into these Terms and Conditions. The Company respects the privacy of all its customers and business contacts. The Company is subject to the requirements of the National Privacy Principles which are contained in the Privacy Act.

1. How is personal information collected?
Your name, email address and phone number are collected on the contact form to allow the Company to contact you.
If you email or phone the Company directly, then the Company may record your personal details.
Your personal information may be used to:
a) Improve service to you, the customer
b) The Company may use personal information about you for marketing and research purposes. If you do not wish this to occur, please contact us and we will ensure this does not occur
c) Your personal information is not disclosed to any organisation outside of the Company.

2. Will personal information be given to anyone else?
The Company does not sell or provide your personal information to any other company.

3. Security of personal information
The Company employees are required, as a condition of their employment, to treat personal information held by the Company as confidential, and to maintain the confidentiality of that personal information.
The Company protects the personal information it collects in a secure database.

4. Access and correction
You can access your data at any time by contacting the Company directly.
You also have the right to ask us to correct information about you which is inaccurate, incomplete or out of date.
We ask you to contact the Company by email or phone using the Company contact details if you wish to access or correct any of your personal details.

5. Online privacy issues
To the extent that this Privacy Policy applies to online privacy issues, it is to be read as forming part of the terms of use for our website. When you deal with the Company whether online or otherwise, the Company takes its privacy obligations seriously.

6. Additional privacy information and how to contact the Company
The Company may change its Privacy Policy at any time.

For further information about privacy issues and the protection of privacy visit the Australian Federal Privacy Commissioner’s website at If you feel that The Company is not complying with this Privacy Policy, or if you have other privacy concerns, please contact the company.