Wealth Management & Succession

Our Wealth Management & Succession team provides innovative solutions to ensure that personal and business succession and asset protection objectives are achieved tax effectively and efficiently.

Our team has substantial experience in providing practical commercial and taxation solutions tailored to specific needs.

Our specialist areas include:

  • Asset protection
  • Business succession
  • Estate planning
  • Tax planning

For more information or advice in this area, contact:

Garry Winter

Partner
Tel: +61 8 8205 0854
Fax: +61 8 8205 0805
Email: gwinter@kellyco.com.au

Marc Romaldi

Partner
Tel: +61 8 8205 0575
Fax: +61 8 8205 0805
Email: mromaldi@kellyco.com.au

 

To download a brochure click here:  Wealth Management and Succession brochure