Helping families transfer wealth
with clarity and purpose.

Background

A career built across
both sides of wealth transfer.

I have been an estate planning lawyer for my entire career. My work includes testamentary trusts, superannuation death benefit strategies and succession planning. Those decisions need to be considered together, so the will, the superannuation arrangements and control of family structures do not pull in different directions.

A decade into that practice, I was asked to lead Australia's largest donor-advised fund platform. I spent a decade in philanthropy, working across more than $500 million in structured philanthropic capital and supporting over 700 individuals and families in their giving during their lifetime.

I have seen how capital shapes behaviour, opportunity and responsibility once it moves beyond its original creator. In practice, clients were rarely concerned with legal documents alone. They were concerned with what wealth would mean for the next generation: how judgement, responsibility and purpose would endure. Even when they are not present, the next generation is affected by every decision made at this table.

The decisions you make during your lifetime, including gifts to family, philanthropic structures and trust distributions, shape what is possible on death. They need to be designed together, not in separate conversations with separate advisers. That is why I ask about giving during life as well as what a client wants to leave, and about who will make the decisions when they no longer can.

As Australia approaches the largest intergenerational wealth transition in its history, I returned to private practice to integrate these disciplines. Today, I advise individuals, families and business owners across the full wealth transfer spectrum, drafting structures that align estate planning, succession, lifetime giving and philanthropic strategy within cohesive legal frameworks that are tax-effective, asset-protective and foster family unity.