Private Clients

Overview

McCabes advises high-net-wealth individuals, high-profile family groups and personalities on their private client needs. We have managed complex and unique matters and developed a reputation for excellence and discretion in this practice area.

Our private clients group is led by Terry McCabe, a well-known and trusted advisor who offers discrete personal service, backed by over 38 years’ experience. As a Law Society of New South Wales Accredited Specialist in Business Law, his understanding of the dynamics of how private and family business operates means that he is able to offer creative solutions to assist clients to structure and preserve, or exit, family arrangements and businesses over succeeding generations.

In addition to technical excellence, our practice is underpinned by a focus on confidentiality.

All our lawyers work hard to understand the specific requirements of our private clients and are known for providing strategic and timely advice with a depth of expertise in asset protection, estate planning and business succession matters. They are also adept at working closely with our clients’ other professional advisers, including taxation specialists, accountants, investment advisors, financial planners and private bankers.

McCabes private clients group works closely with our litigation and dispute resolution group,  allowing us to represent clients in complex family disputes and litigation involving estates and trusts.  As our private clients’ businesses and investment portfolios grow, our corporate team is also called upon to assist with our clients’ acquisition, disposal, capital raising and general corporate needs.

Expertise

  • Wills and testamentary trusts
  • Estate planning
  • Asset protection
  • Litigation involving estates and trusts, including family provision claims
  • Trusts
  • Administering deceased estates
  • Powers of attorney and enduring guardianships
  • Financial agreements
  • Business structuring and succession planning
  • Inter-generational transfer arrangements
  • Family shareholder and control arrangements
  • Buy and sell agreements (and related insurance arrangements)

Private Clients Specialists

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