We work with entrepreneurs, senior executives and families to build, maintain and protect personal wealth. Our approach is to take the time to fully understand each individual family’s issues, concerns and dynamics.
For the good of your family
A consistent theme of many clients is the protection of family wealth and appropriate succession arrangements for business and family wealth, as well as managing the expectations of family members.
Our Private Wealth Advisory team has almost two centuries of combined experience, with each practitioner having many years of experience advising high net worth families and individuals on achieving their objectives.
We have particular expertise with family-owned businesses and dealing with the complex structures and personal sensitivities that often occur in these instances.
Our team of taxation experts can advise you on taxation implications of business re-structures and succession. Contact the Madgwicks’ Private Wealth Advisory team today – and make sure that all your ‘hard-earned’ wealth ends up in the right hands.
Events related to Private Wealth Advisory
Friends of Madgwicks – If there is no will, who can inherit? New changes ahead in Victoria
Changes to the Administration and Probate Act 1958 (Vic) (the Act) will come into effect from 1 November 2017. A new Part IA on intestacy has been added to the Act which sets out in clear terms who is to receive the estate in the event of intestacy (where the deceased has no will).
In this seminar, Peter Holdsworth, Special Counsel will present an overview on the recent changes.
In Private Wealth Advisory
Asset Protection & Risk Management
Asset risk can come in many forms including accident, business misadventure, and through relationship breakdown. Regardless of the reason, when things go wrong it is often too late to take steps to protect wealth. That is why there has never been a better time, besides yesterday, to protect your assets and safeguard against future risks.View more details
Business Succession Planning
You’ve given time and thought to the things that made your business a success. You also need to give consideration to how you realise that success, or pass that success onto the next generation.View more details
Estate Planning & Administration
Estate planning is more than just about having a will; it's about planning for your future and the future of those around you. It's about being proactive and protecting the interests of your family. It's about protecting what you have for the next generation and having peace of mind.View more details