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
Jonathan Kenny was interviewed by Nine News on the legals around the use of drones in public places. An interesting story with Jonathan coming in at 1:22. https://twitter.com/9NewsMelb/status/1148870168585494529 ...
We wish to update you on our exciting news! Kalus Kenny Intelex is moving to 4 Riverside Quay, Southbank. We will be the same firm but, after more than 25 years at the Como Centre in South Yarra, we are truly excited for our future in the transformed Southbank...
The State Taxation Acts Amendment Bill 2019 accelerated through Parliament last week has caused anxiety amongst stakeholders in the Real Estate Industry. This imminent change to stamp duty law levies duty on Development (and perhaps other) Agreements between owners of...