Protect. Control. Preserve.

Family Wealth Architects for Australian families and business owners who want certainty over who controls their wealth when life takes an unexpected turn.

Our Approach to Family Wealth Protection

Structure-first advice

We design wealth structures within ASIC INFO 216 and SAPEPAA guardrails, ensuring your arrangements meet regulatory requirements while protecting what matters most to your family.

Fixed-fee implementation

Legal drafting is handled by LY Legal with transparent, fixed fees wherever possible. No surprises, no hidden costs—just clear pricing for peace of mind.

Plain-English reporting

Receive clear, actionable documents you can actually understand and use. We cut through legal jargon to deliver practical guidance for your family's future.

How We Help Protect Your Family Wealth

We design the control system for your wealth so the right people are in charge—today and if something changes. Our practical solutions give Australian families and business owners clarity and confidence over who manages their assets now and into the future.

Family Protection Trusts

Modern trust designs with clear appointor and guardian settings, ensuring the right people control your family wealth structures when it matters most.

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Successor Directors

Keep your business trading if a director dies or loses capacity. Automatic succession arrangements prevent costly delays and maintain operational continuity.

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Protectors & Leading Member

Add an independent safeguard to high-impact decisions. These roles provide oversight and protect against conflicts of interest in complex family structures.

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SMSF Wills

Align superannuation benefits with your broader estate intentions. Ensure your SMSF strategy works seamlessly with your family protection plan.

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The Protector Strategy

Restructure loans and ownership arrangements to harden asset protection and reduce vulnerability to claims.

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Who actually has control if something happens to you?

Most families assume their structures work—until a crisis reveals the gaps. Don't wait for an unexpected event to discover vulnerabilities in your wealth protection.