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    We picked the most highly specialised and talented lawyers

    We focus on providing our clients with a holistic range of services to ensure the most tax effective and asset protective structuring of their affairs.

    Stipe Vuleta

    Managing Director

    Angela
    Backhouse

    Director

    Ben Hatte

    Director

    Harold O’Brien

    Director

    Marissa Dimarco

    Director

    Our process

    01Initial Consultation

    We begin with a comprehensive consultation to understand your financial position, family structure, and long-term objectives. This step ensures we can provide advice that aligns with your goals for asset protection and succession planning.

    02Review & Strategic Planning

    Our team examines your existing structures, including trusts, companies, and investment portfolios, to identify risks and opportunities. We then develop a tailored strategy to safeguard your wealth and optimize tax efficiency.

    03Formal Engagement

    Once you approve the proposed plan, we formalize our engagement by outlining the scope of work, timelines, and fees. This step ensures transparency and gives you confidence that your wealth is in expert hands.

    04Implementation & Structuring

    We execute the agreed strategy by establishing or restructuring entities, drafting legal documents, and coordinating with financial advisors. Our focus is on creating robust frameworks that protect your assets and achieve your objectives.

    05Ongoing Review & Support

    Private wealth management is an ongoing process. We provide regular reviews and updates to ensure your structures remain compliant and effective as laws and circumstances change.

    Our services

    01 Wealth Protection

    Safeguarding Your Assets

    Our private wealth advisors go above and beyond to protect your wealth, leveraging extensive experience across Australia to deliver advanced legal strategies that shield your assets from litigation, insolvency, and unforeseen risks. This includes reviewing your current structures, identifying vulnerabilities, and creating robust frameworks that ensure your financial security remains intact even during challenging times.

    Risk Mitigation Structures

    We design and implement ownership structures such as trusts, corporate entities, and family arrangements that minimise liability exposure. These structures are tailored to your personal and business circumstances, ensuring that your wealth is insulated from potential claims while maintaining flexibility for future growth at the highest standard.

    Long-Term Security

    Our approach is proactive, not reactive. We anticipate risks before they arise and create strategies that preserve your wealth for generations. From succession planning to dispute prevention, we ensure that your legacy remains protected and your family’s financial future is secure.

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    Tax-Efficient Ownership

    Property investments can be complex, and poor structuring can lead to unnecessary tax burdens. Our private wealth advisors analyse your portfolio and recommend ownership structures that optimise tax efficiency while complying with Australian property laws.

    Asset Protection Strategies

    We help you safeguard property assets against claims, disputes, and financial risks through tailored legal solutions. This includes implementing protective measures for high-value properties and ensuring your holdings are structured to withstand market volatility and legal challenges.

    Portfolio Growth Planning

    Our team assists with strategic planning for property acquisitions, disposals, and developments. We align these decisions with your long-term wealth objectives, ensuring that every move contributes to sustainable growth and maximised returns.

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    Regulatory Guidance

    Navigating superannuation law can be overwhelming. Our private wealth advisors provide clear, practical advice to ensure your self-managed superannuation fund (SMSF) complies with all legislative requirements, including contribution caps, investment restrictions, and reporting obligations.

    Tax and Contribution Strategies

    We develop strategies that optimise contributions and withdrawals for maximum tax efficiency. This includes planning for concessional and non-concessional contributions, pension phase transitions, and minimising tax liabilities during retirement.

    Audit and Reporting Support

    Compliance doesn’t end with setup. We provide ongoing support for audits, reporting, and regulatory updates, ensuring your SMSF remains fully compliant and avoids costly penalties.

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    Continuity Strategies

    Our private wealth advisors design succession plans that ensure smooth transitions of business ownership and leadership. This includes preparing for unexpected events and creating contingency plans that protect both your business and your family’s interests.

    Valuation and Structuring

    We assist with accurate business valuations and implement structures that maximise tax efficiency and asset protection during ownership transfers. These strategies help maintain business stability while safeguarding your wealth.

    Family and Stakeholder Alignment

    Succession planning often involves balancing family dynamics with business sustainability. We facilitate agreements and governance frameworks that align all stakeholders, reducing the risk of disputes and ensuring long-term success.

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    Strategic Giving Plans

    Our private wealth advisors help you achieve philanthropic objectives through structured giving strategies. Whether you want to establish a charitable trust or foundation, we ensure your contributions create meaningful impact while aligning with your values.

    Tax Benefits of Giving

    We advise on tax-effective ways to make charitable contributions, ensuring you maximise deductions and comply with relevant regulations. This allows you to give generously without compromising financial stability.

    Legacy Through Impact

    Philanthropy is more than giving, it’s about creating a lasting legacy. We help you design initiatives that reflect your values and make a difference for generations to come.

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    Optimising Investment Vehicles

    Our private wealth advisors recommend the most effective structures for managing investments, including companies, trusts, and partnerships. These structures are designed to maximise returns while minimising risk exposure.

    Tax-Efficient Strategies

    We develop tailored tax strategies for diverse investment portfolios, ensuring compliance with Australian and international tax laws. This includes planning for capital gains, income distribution, and cross-border investments.

    Global Asset Management

    For clients with international investments, we provide guidance on cross-border compliance, currency risk management, and global tax considerations. Our goal is to ensure your wealth grows seamlessly across jurisdictions.

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    Understanding Your Legacy

    At Chamberlains, we believe that wealth management is deeply personal, it’s about safeguarding your life’s work and ensuring your values endure for generations. Building and preserving your wealth is our specialty, with our team ready and waiting to assist you maximise the potential of your asset growth.

    Our private wealth advisors take the time to understand your unique circumstances, family dynamics, and long-term aspirations. We don’t just create legal documents; we craft strategies that reflect your vision for succession, philanthropy, and financial security. By combining empathy with expertise, we help you make informed decisions that protect your legacy and give you peace of mind.

    Comprehensive Private Wealth Services

    We focus on providing our clients with a holistic range of services to ensure the most tax-effective and asset-protective structuring of their affairs. Our team of experienced private wealth advisors offers a full suite of services designed for individuals, families, and business owners with complex financial needs, including:

    • Asset Protection: Safeguarding wealth from risks such as litigation, insolvency, and family disputes.
    • Trust Establishment & Administration: Advising on the laws governing trusts and managing them for flexibility and tax efficiency.
    • Tax Planning & Compliance: Minimising liabilities while ensuring compliance with Australian and international tax laws.
    • Philanthropy & Charitable Giving: Helping clients achieve their philanthropic objectives through strategic giving. Whether it’s assisting our clients with establishing ownership structures to mitigate risk and liability, advising on trust laws, or supporting charitable goals, we’re here to help our private clients achieve their ambitions.

    Why Private Wealth Law Matters

    Private wealth law is essential for anyone who wants to protect their assets and ensure their wishes are respected. Without proper planning, families can face unnecessary tax burdens, costly disputes, and even the erosion of wealth across generations. Our private wealth advisors help you anticipate challenges before they arise, whether it’s navigating complex tax regimes, managing cross-border assets, or preventing family conflict. By acting early, you can secure financial stability and create a roadmap that reflects your priorities while maximising the potential of your asset growth.

    Our Client-Centric Approach

    At Chamberlains, your privacy and peace of mind are paramount. We understand that wealth planning involves sensitive conversations, so we provide a confidential, supportive environment where you feel heard and understood. Our private wealth advisors work closely with your existing financial team to ensure every aspect of your plan is aligned and comprehensive.

    No two clients are the same, which is why every solution we deliver is bespoke, tailored to your goals, lifestyle, and family structure. From mitigating risk through ownership structures to achieving philanthropic objectives, we are committed to helping you achieve your goals.

    Key Things to Know

    • Start Early: The sooner you engage with our private wealth advisors, the more options you have for tax efficiency and asset protection.
    • Review Regularly: Laws and personal circumstances change, your plan should evolve with them.
    • Think Globally: If you hold international assets or have beneficiaries overseas, cross-border planning is critical.
    • Prevent Disputes: Clear documentation and expert advice reduce the risk of family conflict and litigation.
    • Plan for the Unexpected: Life is unpredictable, robust strategies ensure your wealth is protected no matter what happens.

    Start Your Journey

    Your wealth deserves more than a one-size-fits-all solution, it deserves a strategy that reflects your life, your goals, and your legacy. At Chamberlains, our private wealth advisors are ready to guide you through every step of the process, from structuring your affairs to achieving your philanthropic objectives. Start your journey today by speaking with our team and discover how we can help you build, protect, and preserve your wealth for generations to come.

    Call us at 1300 676 823
    Email us at hello@chamberlains.com.au

    FAQ

    01What is wealth protection and why is it important?

    Wealth protection involves implementing legal and financial strategies to safeguard your assets from risks such as litigation, insolvency, and unexpected life events. Our private wealth advisors create tailored structures that minimise liability and ensure your wealth remains secure for future generations.

    A private wealth advisor is a legal and strategic expert who helps high-net-worth individuals and families manage, protect, and grow their wealth. Unlike financial planners who focus on investments, private wealth advisors provide comprehensive advice on asset protection, tax structuring, succession planning, and compliance. Their role is to ensure your wealth is preserved and optimised across generations.

    Property structuring ensures your real estate investments are held in the most tax-efficient and asset-protective way. This can reduce tax liabilities, protect against claims, and optimise your portfolio for long-term growth. Our advisors design structures that align with your financial goals and risk profile.

    Self-Managed Superannuation Fund (SMSF) compliance means adhering to strict regulations set by the Australian Taxation Office (ATO). Our private wealth advisors help you meet these obligations, including audits, reporting, and contribution limits, so you avoid penalties and maintain tax efficiency.

    Business succession planning ensures a smooth transition of ownership and leadership when you retire or exit your business. Without a plan, your business could face operational disruptions or disputes. We create strategies that protect your business value and align family and stakeholder interests.

    Philanthropy allows you to make a lasting impact while enjoying tax benefits. Our advisors help you establish charitable trusts or foundations, ensuring your giving aligns with your values and creates a meaningful legacy for future generations.

    Investment structuring involves selecting the right legal and financial frameworks for your investments. This can include trusts, companies, or partnerships designed to maximise returns and minimise tax exposure. Our private wealth advisors also provide guidance for global asset management and cross-border compliance.

    The best time to start is now. Early planning gives you more options for tax efficiency, asset protection, and long-term growth. Our team works with you to create a proactive strategy that evolves as your circumstances change.

    Yes. While accountants and financial planners focus on financial performance, private wealth advisors specialise in legal structuring, compliance, and risk mitigation. We work collaboratively with your existing advisors to deliver a holistic solution.

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    1300 676 823

    hello@chamberlains.com.au