Preserving your families wealth.
- Estate Planning
- Business Succession
- Power of Attorney
(There is an art to it!) - Tony Kelly
Estate Planner Melbourne
It is becoming increasingly difficult to attain and retain capital – and as life expectancy increases, so does the risk of losing capacity. So, whilst you can’t predict the future, it’s very important to plan for it.
A business succession plan ensures that the business continues to thrive subsequent to the completion of a successor’s “hands on” involvement, it is a measure that will safeguard invested capital against risk.
One of the most important parts of any Estate Plan is to anticipate, and provide for, the possibility of such a claim and to put in place the appropriate defensive strategy to pre-empt this occurrence.
Our Services Areas
Put not trust in your money, but your money in a trust!
Principal Tony Kelly brings a body of wisdom gained from over forty years experience as a lawyer.
Tony’s approach to practice has been to develop sound solutions for clients based on a strong sense of mutual trust.
Since establishing his first firm in 1973, Tony has built vast knowledge and experience to ensure his advice is “outcome orientated”. This results in new and ongoing referrals both from clients and their trusted advisors – indeed Tony has maintained ongoing client relationships over several decades, many of which are now inter-generational.
We are conviently located at:
Stalbridge Chambers -Level 1, Suites 1 & 2/443
Little Collins Street, Melbourne, Victoria