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ABL Private

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Our experience

Australia’s most influential individuals and families turn to us for trusted advice.

We understand that for our private clients, there is more at stake than wealth alone. We help our private clients build, protect and sustain their legacies.

We provide legal counsel on all aspects of wealth structuring at every stage of life. Our expertise allows us to deliver highly tailored advice to Australia’s most influential people, including on taxation, wealth structuring, the integration of business and personal structures, and intergenerational succession planning.  

Arnold Bloch Leibler’s history is intrinsically linked to advising Australia’s most successful entrepreneurs and families. For more than 70 years, we have helped individuals to strategically and holistically manage the complex interplay of technical, commercial and personal dynamics that arise in high-net-wealth families.  

Our lawyers are more than subject-matter experts; they are trusted advisers who provide incisive, bespoke solutions for each client.

Ranked Band 1 for Private Wealth Law

Chambers High Net Worth Guide

Typical work

Discretion is essential to our practice.

However, by way of example, our typical private client work includes advising in relation to:

  • Trust structuring
  • Family agreements
  • International relocation, including tax and wealth transfer
  • Tax residency
  • Ownership of luxury assets
  • Multi-generational wealth transfer
  • Succession and estate planning
  • Management of probate and wealth transfer
  • High end conveyancing
  • Preparing family businesses to pass to the next generation
  • Establishing charities
  • Philanthropic pursuits
  • Integration of family law agreements with personal asset structuring, and
  • Privacy and reputation management.

Family Offices

Our ABL Private practice offers discreet and astute legal counsel in relation to all needs of Family Offices. We assist our clients to manage and navigate wealth, ensuring their financial future is secure and aligned with their ambitions.

Family Office 2

ABL Private services

Protecting wealth

Many forces risk eroding wealth, including family law claims, commercial pursuits, and the liability inherent to high-profile roles. ABL is experienced in structuring and implementing strategies which manage these risks and protect family wealth.

Estate planning and disputes

We are experienced in formulating and implementing strategies to ensure clients’ testamentary wishes are fulfilled while addressing critical tax considerations and managing the risk of disputes and family acrimony. We also have extensive experience in representing key stakeholders in disputes involving estates and trusts, including family provision claims and other litigation dealing with beneficiary claims.

Family separation

In some circumstances, the future of a family depends on independence. We are experienced in advising on the restructure and separation of privately held assets and businesses, including in relation to critical tax impacts and in the context of familial disputes.  

Business succession planning and family agreements

We know that effective business succession planning is much more than just the transfer of ownership of a business. We devise strategies for private clients whose businesses are entering a transitional phase, so that the appropriate control mechanisms are established, and appropriate individuals are appointed to run the business.

We also assist clients wishing to transfer business ownership to specific individuals in a manner that is fair and equitable to all family members. 

Taxation planning and advice

With the Australian Taxation Office (ATO) continuing to target high-net-worth individuals and family groups for investigation and audit, an effective wealth management strategy is vital in protecting assets from the potentially erosive effects of taxation.

Our reputation in the area of private client taxation is unrivalled. See our Taxation page for more information and contact details.  

Philanthropy

A large number of our private clients support important social causes through philanthropy, including the establishment of charitable funds. ABL is at the forefront of this area of law, being widely experienced in charitable giving, from the perspective of both the donor and the recipient organisation.

Of particular note is our work in establishing private ancillary funds (PAFs), a Federal Government initiative to promote corporate and personal philanthropy. In addition, partners of the firm act as trustees on several client PAFs, and more broadly, advise on the tax-effective allocation and management of charitable funds.

“An exceptionally strong firm which really specialises in looking after HNW individuals and families at the highest level.”

Client quote

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