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
- 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.
From our Knowledge Base
Having acted for the builder in the case of Mann v Paterson Constructions, Jonathan Kenny and Peter Lettieri discuss the High Court of Australia udgment which has overturned 120 years of contract law and has ramifications for both builders and owners....
Media Release Leading property and commercial law advisory firm, Kalus Kenny Intelex (KKI), has provided comment around this week’s High Court judgment in Mann v. Paterson Constructions Pty Ltd. [Peter Mann & Anor v. Paterson Constructions Pty Ltd (2019) – HCA 32]...
Biometric data has been in the spotlight recently with the announcement by the Victorian government that it will upload drivers licence photos to a national database which will initially be used by agencies such as Victoria Police to identify duplicate IDs and fraud....