For financial advisers & accountants

    For founders, it is legacy.
    For the next generation, it is agency.
    For their advisers, it is continuity.

    We work in partnership with you across all three.

    How we work together

    A referral relationship built on
    meaningful collaboration.

    As a private client legal practice, we work alongside your advice to help clients articulate what they want their wealth to do, for whom, and on what terms, then design the legal strategy to support it. We bring estate planning, succession, family considerations and philanthropic intent into alignment with the financial structures already surrounding the client. Our work includes advice and drafting on Wills, testamentary trusts, powers of attorney, succession planning, deeds of gift, and philanthropic structuring.

    We understand that a referral is a reflection of your judgement. We take that seriously. When you refer a client to us, you will be kept informed, your relationship with the client is respected, and the legal strategy we design will align with the financial advice already in place.

    What we do

    Your clients' needs span all three of these domains - and we can help you serve them across all of them.

    Tap a circle to explore

    Tap a circle or an overlap above to see how each domain fits together.

    01

    Giving while living

    Structuring the movement of wealth to family and community during life.

    To family

    • Gifts
    • Loan agreements
    • Deeds of gift
    • Structured family transfers
    • Equalisation arrangements

    To community

    • Private giving funds
    • Public giving funds
    • Community charity trusts
    • Direct giving

    Personal authority

    • Enduring powers of attorney
    • Advance care directives

    02

    Giving on death

    Tax-aware, asset-protective and values-aligned estate planning.

    Core estate planning

    • Wills
    • Testamentary trusts
    • Letters of wishes
    • Executor guidance

    Succession and control

    • Binding death benefit nominations
    • Superannuation death benefit strategies
    • Trustee succession
    • Business succession

    03

    Values & stewardship

    Preparing people, not just structures.

    Family governance

    • Family governance frameworks
    • Family constitutions
    • Succession planning

    Continuity

    • Intergenerational wealth conversations
    • Philanthropic strategy
    • Trustee education and guidance

    Two ways to embed wealth transfer
    expertise into your practice.

    01

    Alongside your client

    We work alongside you to design and implement estate and intergenerational wealth transfer strategies for your clients - from shaping the architecture through to drafting and settling the legal instruments that give it effect. For philanthropic structures, our role is to identify the right vehicle and recommend specialist service providers where appropriate. Your client relationship remains yours throughout.

    02

    As a facilitator and educator

    Through The Transfer Series - a structured set of workshops for adviser practices and their clients - we bring the technical, relational and generational dimensions of wealth transfer directly into your practice. Sessions are available for your team, your clients, or both. They are designed to deepen your practice capability, strengthen your client relationships across generations, and position you as the adviser who is already in the room when it matters most.

    "The adviser who helps a client build a legacy isn't just managing a portfolio. They are embedded in a family. And that's a relationship the next generation inherits too."

    - Rachael Rofe, Principal & Founder of Rofe + Co

    Newsletter

    Insights for advisers who want to lead the intergenerational conversation.

    Practical perspectives on estate planning, family dynamics, and wealth transfer.

    Education & workshops

    The Transfer Series

    Four sessions. One coherent arc.

    The Transfer Series is a structured set of sessions designed for adviser practices and their clients, covering the realities of intergenerational wealth transfer from every angle: technical, relational and generational. Each session stands alone. Together they give a practice, and the families it serves, a comprehensive framework for navigating one of the most significant financial transitions of their lives.

    01

    Client event - keynote or dinner

    So, What Do You Want Your Wealth To Do?

    A keynote on legacy, family and the conversations worth having

    You have worked hard for what you have. And there are things you think about that you have not quite said out loud yet. Whether your children are ready for what they will inherit. Whether your family will stay close when the time comes. Whether there is a way to do something genuinely meaningful with what you have built, not just pass it on and hope for the best.

    These are not financial questions. They are human ones. And they deserve more than a legal document and a conversation that never happened.

    • -How to protect what you have built
    • -How to give in ways that are genuinely meaningful
    • -How to prepare the next generation for what is coming
    • -How to leave something that lasts beyond the money

    Available as a keynote, hosted client event or intimate dinner conversation, delivered in partnership with your practice or professional association.

    Enquire →
    02

    Practice development - adviser workshop

    Families who give together, stay together. And with their adviser.

    The giving conversation that makes you valuable across generations

    The biggest threat to an adviser's practice is not market volatility. It is the client who dies without their heirs knowing who you are. In the first twelve to twenty-four months after a founder dies, advisory relationships rarely transfer automatically. The next generation has their own questions, their own priorities, and usually their own ideas about who they want advising them.

    The advisers who survive that transition are the ones who were already in the room. This workshop is built around one of the most underleveraged opportunities in financial advice: using giving - structured, intentional, multigenerational giving - as the vehicle for building relationships with the next generation while the founder is still alive.

    • -A giving conversation framework for your next client review
    • -A clear map of the giving structures available to Australian clients
    • -A practical guide to when and how to refer to specialist providers
    Enquire →
    03

    Technical - adviser workshop

    What the estate lawyer sees. A map for advisers.

    Complex estates, structural vulnerabilities and avoidable failures

    By the time a family calls an estate planning lawyer, one of two things has happened. Either someone has done the work and the transition, however painful, is going to be manageable. Or they have not, and what follows will be expensive, slow, and damaging in ways that go far beyond money.

    This workshop is drawn from the coalface. It is built from patterns: the recurring fact situations, the avoidable disputes, the assets that bypassed the estate, the family relationships that did not survive the process. Binding nominations that undermined the broader strategy. Documentation that drifted out of alignment. Control mismatches that only became visible at death.

    • -The blended family where the second spouse and adult children are now in dispute
    • -The business owner whose buy-sell agreement was never updated
    • -The superannuation death benefit that went somewhere nobody expected
    • -The will that was perfectly valid and completely wrong
    Enquire →
    04

    Generational - adviser and client workshop

    Heirs are not yet clients.

    Preparing the next generation for stewardship, not just inheritance

    Financial literacy is not stewardship readiness. And the difference matters more than most families realise. The next generation's relationship with wealth begins forming long before any transfer takes place. Their expectations, their sense of entitlement or responsibility, their understanding of what the family has built - all of it is shaped by conversations that did or did not happen, by values that were or were not made explicit.

    By the time wealth transfers, the patterns are already set. The question is whether they were set deliberately. This workshop gives advisers a framework for thinking about the next generation not just as future account holders, but as people who need to be prepared for what is coming.

    • -How to facilitate values conversations with clarity
    • -How to bring adult children into the advisory relationship without destabilising the dynamic with the founder
    • -How philanthropy functions as one of the most effective stewardship training grounds available to families
    Enquire →

    Interested in bringing The Transfer Series to your practice?

    Enquire about the series

    Make a referral

    Ready to refer a client?
    Get in touch directly.

    The easiest way is a phone call or a brief email with the client situation. We will come back to you quickly with whether and how we can help, and we can work out the best way to introduce us to your client.

    Contact us