Business Succession Planning

Managing and transitioning your wealth for the next generation takes experience and an understanding of complex structures. Whether your wealth is from a private, owner-managed or family-owned business, passing it to the next generation requires careful planning.

Our team has experience with small entities to very large business structures with a view to ensuring that you have an effective plan in place in preparation for your retirement.

Our services include:

  • Risk management and asset protection strategies
  • Exit Strategies
  • Business Structuring advice for Companies, Trusts, Self-Managed Superannuation Funds, Partnerships and Joint Ventures
  • Estate Planning
  • Business Succession Agreements
  • Family Agreements and Constitutions
  • Intergenerational Lending and Security
  • Buy-Sell Agreements
  • Trade Sales and Management Buy-Outs
  • Trusts
  • Transfer of assets
  • Relevant Taxation Advice
  • Life Insurance reviews
  • Self-Managed Superannuation Funds
  • Binding Nominations

Why choose Kalus Kenny Intelex Lawyers?

At Kalus Kenny Intelex, estates and succession planning is not dealt in a vacuum. We understand that to achieve the best results, we need to work closely with you, your family and other professional advisers like your accountant, banker and financial planner to obtain a holistic view of your structure and to tailor your advice.

We work closely with our clients to develop strong relationships and to achieve desirable outcomes.
With over 30 years of experience in Estates Law, our team are trusted advisors to some of Melbourne’s most successful business people and families.

Understanding the complexities of business, family life, wealth and risk is our priority for all of our clients, and we pride ourselves on providing advice that is practical, commercial and strategic.

Experience is the difference.

Our Estate Planning & Wealth Protection Team

Henry Kalus

Partner

+61 3 8825 4800
Send Email

Kimi Shah

Senior Associate

+ 61 3 8825 4800
Send Email

From our Knowledge Base

Modern Slavery – is your business compliant?

Modern Slavery – is your business compliant?

The first reporting period deadline for businesses captured under the Modern Slavery Act 2018 (Cth) (Act) is fast approaching on 31 December 2020. So what does this mean for you and your business? Did you know that Australia now has strict laws in place that require...

Is it easy to obtain trust documents? Maybe so.

Is it easy to obtain trust documents? Maybe so.

A general misconception is that if you are a beneficiary of a trust, you automatically have a right to trust information. A recent decision in the Supreme Court of Victoria Mantovani v Vanta Pty Ltd may have broadened a trustees’ duty to provide trust documents. The...