Questions:

Yes

No
  • Does your family have any assets that are jointly owned?

  • Have loans between family members been documented?

  • Does your will consider loans that have been made to or by family members?

  • Do you have a Family Constitution to govern family dealings?

  • Do you operate a family business?

  • Have you dealt with how you wish to pass on a family business?

  • Do you have concerns about any of your children’s relationships?

  • Are you concerned that family assets may be at risk if your child’s relationship with their spouse breaks down?

  • Are you concerned about your relationship with your spouse and that your personal assets may be at risk on a separation?

 
We understand that the family unit is the most important aspect of our clients’ lives and that harmonious and positive family relationships are imperative to our clients’ wellbeing.

As is usually the case, we find that the best way to ensure that relationships remain harmonious and positive is to deal with scenarios that may arise before they arise.

Pointon Partners’ have extensive experience in assisting clients to arrange their family affairs. We take a holistic approach and work with clients to achieve outcomes that meet individual family needs. Our services include:

  • Succession planning that considers the passing of family business assets and other shared assets
  • Documenting loans between family members
  • Drafting Family Constitutions which set out decision making processes and rights of family members on the happening of certain events
  • Advising on personal asset structuring to minimise the risk of personal assets being at risk as a result of a relationship breakdown

We also work closely with specialised Family Law firms and are able to refer relationship breakdown issues accordingly.

If you have queries or wish to discuss any of the above, please contact one of the key contacts below or your regular solicitor at Pointon Partners.

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