Business & Private Advisory
We understand that the private client sector requires specific legal advice.
With over 30 years of experience in Commercial, Property and Estates Law, our team are trusted advisors to some of Melbourne’s most successful business people and families.
Understanding the complexities of private businesses, family life, risk and succession management is our priority for all of our clients, and we pride ourselves on providing advice that is practical, commercial and strategic.
It’s all about being a different kind of lawyer.
We help the private client sector by offering the following industry specific services:
- Property investment
- Structuring advice
- Commercial agreements and contracts
- Commercial structuring
- Joint Ventures
- Loan security documentation
- Sales and purchase of business
- Commercial disputes
- Mergers and acquisitions
- Partnership Agreements
- Shareholder and Unitholder Agreements
- Employment advice
- Acquisition and sale of property
- Building, lease and contract disputes
- Risk management and asset protection
- Discretionary Trusts
- Unit Trusts
- Estate planning
- Business succession planning
- Exit strategies
- Data protection
What our business & private advisory clients had to say
“Having team members on staff who understood our unique business and its history was instrumental in achieving the best long term outcome for us. KKI arrived at an extremely messy, extremely complex range of issues which were all dealt with pragmatically and with a firm enough hand for the other parties to know we were not fooling around.”
“Henry Kalus has been my lawyer for many years. He always makes himself available for me whenever I need assistance, including when time is of the essence. His advice is unfailingly well-judged and in my best interest. His interventions are strong but reasonable–the other side can never find advantage. His consistent concern for my well-being in personal and business matters is an enduring source of confidence for me. Of all the lawyers I have worked with over the years, Henry ranks in the highest echelon for excellence, commitment and, crucially, trust.”
Our business and private advisory projects:
- Restructuring and succession planning for ultra high net worth clients to include both personal and business assets
- Initial advice for start-up businesses and entrepreneurs
- Cross jurisdiction probate and administration matters for interstate and international clients
- Corporate restructuring and trust advice for Family Office clients
- Mediating a successful outcome for a will dispute
- Successfully defending a Part IV claim for further provisions from a deceased estate
- VCAT application for administration and guardianship application
Our Business & Private Advisory Sector Leaders
Business & Private Advisory Insights
Court affirms fiduciary duties are not discretionary – Lessons for directors, trustees and professional advisors
In 2015/2016 it was recorded that there were nearly 850,000 trusts used in Australia holding more than $3 trillion worth of assets. But, how many people really understand trusts, and the obligations that go with them. Twigg v Twigg (No 4); Lambert v Twigg Investments...
Every estate planning conversation includes a discussion about Testamentary Trusts. They can assist with asset protection and management, and taxation efficiency. However, recent legislative changes in this space means Testamentary Trusts don’t have all of the same...
Despite superannuation funds often comprising significant assets, many are unaware that it is not automatically included as part of an estate’s assets and may not be distributed in accordance with a person’s Will. You can control who receives the benefit of your...
Whilst there is so much of this Covid-19 pandemic that we have never seen before, what we have seen before is how markets react when economic conditions change suddenly. And how opportunities are created. Right now deals are on the brink. Traditional lenders are...
Is your family trust purchasing residential property in Victoria? From 1 March 2020 changes to Victoria’s Foreign Purchaser Additional Duty (FPAD) will have far reaching implications. FPAD is an 8% duty payable in addition to stamp duty on all residential properties...