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What is Business Succession Planning?


Succession planning for businesses is an often-overlooked part of a comprehensive estate plan, as business and trust assets cannot be disposed of through a Will. Our team has the experience to be able to assist you in ensuring the hard-earned wealth you have built up through a business, venture, trust or other entity can still be passed in accordance with your wishes in the event of your incapacity or death. 

We enjoy assisting clients work towards a smooth transition between generations of a family business, while ensuring that an holistic overall estate plan can be achieved in accordance with your wishes. 

Working with your existing advisors is key to ensure that no-one is left without appropriate information, and so that all options can be put on the table for discussion. Having a team of ‘trusted advisors’ behind you over the years is key to achieving the desired result for your estate and business succession.


Tel:          +61 7 5552 6666

Fax:         +61 7 5528 0955

Office:      Level 2, 17 Welch Street, Southport Qld 4215

Postal:      PO Box 1876, Southport QLD 4215



Open:        8:30am – 5:00pm Monday to Friday

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How Can We Help You?


Email or Call Us Today To Set Up An Appointment

+61 7 5552 6666