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
  • Trusts
  • 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.

Our Estate Planning & Wealth Protection Team

Henry Kalus

Partner

+61 3 8825 4800
Send Email

Kimi Shah

Partner

+ 61 3 8825 4800
Send Email

Lisa George

Lawyer

+ 61 3 8825 4800
Send Email

Chloe Beare

Lawyer

+ 61 3 8825 4800
Send Email

Our Latest Insights

Should you be using a developer entity?

Should you be using a developer entity?

We are often asked by our developer clients about the benefits of interposing a developer entity between a land owning entity and purchasers in a development. There are many benefits of using a developer entity in development projects. Under this commonly used...

Starting at the end. Preparing for separation

Starting at the end. Preparing for separation

Covid lockdowns have impacted all of our lives in ways we could never have imagined, bringing people to question what is important in their lives, what they want for their future, and make some “life is too short” type big decisions. This soul-searching, and having...

KKI recognised as one of Australia’s Fastest Growing Firms

KKI recognised as one of Australia’s Fastest Growing Firms

'Australasian Lawyer' has released the 2021 Fast Firms list, comprising 15 firms that have reported record growth and kept up the momentum during a trying time for the legal profession. The COVID-19 pandemic was expected to cripple the Australian legal profession the...