Hamilton Locke Private.

Our experienced Private Client Services team offers a range of legal solutions spanning wills, estates, succession planning, tax, and real estate tailored to your unique circumstances.

We will work collaboratively with you to build a deep understanding of your goals and objectives, now and into the future, and prepare solutions aligned closely to these.

Each day, our team works with family businesses of all shapes and sizes spanning many industry sectors to manage their legal needs and requirements, allowing them to start planning for a successful transition now or in the long term.

We have a highly experienced cross-functional team who will take the time to understand your business, your family dynamics and to deliver technically excellent legal solutions that you will understand.

Experience.

Our services include:

1. Estate and Succession Planning 

  • Wills including Testamentary Discretionary Trusts
  • Enduring and General Powers of Attorney
  • Succession Planning and Business Transition Planning
  • Advanced Health Directives
  • Trusts advice

2. Tax and Structuring 

  • Asset Protection and Structuring Advice
  • Entity Establishments
  • Restructuring including Tax and Duty Advice
  • Cross-border transactions 

3. Estate Administration and Litigation

  • Proprietary Estoppel Claims
  • Challenging a Will including Family Provision Applications
  • Disputes between executors, administrators, or beneficiaries
  • Power of Attorney Disputes 

4. Real Estate and Property 

  • Rural, Residential and Commercial Property Transactions
  • Contract Drafting and Negotiation
  • Property Development
  • Renewable Energy and Carbon Projects
  • Landholder Compensation Negotiations

By engaging Hamilton Locke to assist you with your personal legal needs, you will also be able to access our comprehensive range of corporate and commercial legal solutions easily and cost-effectively. 

Why Is It Important To Manage Your Affairs Now?

 

Family-owned businesses account for approximately 70% of all Australian and New Zealand businesses.

The wealth held by the owners of these businesses will be transferred to younger generations over the next 20 years, and herein lies the challenge – transitioning this wealth can be complex and fraught with risk.

Taking the time to invest in effective estate, succession, and tax planning may save you and your family unnecessary conflict and administration when the time does come for a seamless transition.

Why Work With Us?

Our team are not just lawyers; they are business owners too. They understand the day-to-day complexities of running a successful business and know how challenging it can be to plan effectively.

When you are focused on growing your business, taking the time to manage your personal affairs can be daunting. Our team can help and guide you through this, and work with you to achieve your desired outcomes.

Hamilton Locke Private Team.

Brett Heading

Chairman of Partners

Fran Becker

Partner

Nick Knowlman

Senior Associate

Penelope Nicholls

Senior Associate

Penelope Nicholls

Grant Sidnam

Partner

Paul Chambers

Partner

Gregory Shanahan

Counsel

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