Best Lawyers in Australia for Wealth Management / Succession Planning Practice

Janene Bon is a top attorney recognized by Best Lawyers in the practice area(s) of Trusts and Estates and Wealth Management / Succession Planning Practice. Janene, who practices law in Perth, Australia, has been recognized since 2027. This recognition is based on an exhaustive peer-review survey, reflecting the high esteem in which Janene is held by other top lawyers in the same geographic and legal practice area.

Peter Slegers leads Cowell Clarke’s Tax & Revenue and Agribusiness teams. Peter has more than twenty years’ experience in advising on tax and superannuation law, private and public trusts, succession planning, and supporting clients with reviews and audits from the Australian Taxation Office. Peter has also delivered comprehensive advice and guidance to clients within the agribusiness sector on matters from restructuring to succession planning. Peter recently co-authored The T...

Anne is one of Australia’s leading superannuation and financial services lawyers. Anne provides advice in relation to superannuation fund regulatory reform as well as superannuation fund product offerings, licensing, disclosure, fee arrangements and outsourcing arrangements.She is well connected to, and well known by, many superannuation and financial services industry participants. Anne has strong relationships with her clients and works hard at understanding their business, and to be ...

Paige Edwards is a top attorney recognized by Best Lawyers in the practice area(s) of Trusts and Estates and Wealth Management / Succession Planning Practice. Paige, who practices law in Brisbane, Australia, has been recognized since 2026. This recognition is based on an exhaustive peer-review survey, reflecting the high esteem in which Paige is held by other top lawyers in the same geographic and legal practice area.

Daniel enjoys solving complex taxation and trust law issues for private enterprises who share his entrepreneurial spirit. He is a trusted confidant in designing and implementing robust personal and business succession plans. Daniel’s commitment to protecting and enhancing the commercial and personal interests of his clients consistently delivers great outcomes. Daniel is a Chartered Tax Advisor with The Tax Institute, accredited as a specialist in Taxation Law with the Law Institute of ...

Marc joined Garry Winter and Dimitris Parhas in 2015 and founded WRP Legal & Advisory following a career starting in a Big 4 accounting firm and progressing to partner through a number of large commercial law firms in Adelaide. Marc is an experienced commercial lawyer who is highly accessible and dedicated, serving an expansive client base including ASX-listed clients, small to large private enterprises and high net worth individuals across varying industries. Clients turn to Marc for his...

As a highly skilled commercial lawyer Tim advises clients on efficient and effective business structures that facilitate access to the capital necessary for growth or acquisition. Capital Structuring extends to business restructuring whether solvent or insolvent and to enable generational business succession or exit. Tim provides pragmatic advice that has seen him develop key client relationships across a range of industries including manufacturing, construction, agri-business, technology, to...

Sam heads KCL Law’s Estate Group and practises in estate planning, estate administration, trusts, asset protection and estate disputes. With over 28 years of experience, Sam has provided tailored estate planning solutions to clients from diverse backgrounds, circumstances and complexities, including many of Australia’s wealthiest individuals. Recognising the challenges faced when a family member has died, Sam has established a dedicated estate administration practice to guide clie...

Laura is a Special Counsel in the firm's Disputes Resolution & Litigation team, specialising in the areas of family business succession, estate planning and superannuation. She has over 16 years’ experience working with private clients and family businesses in crafting and executing succession plans. Laura’s key focus is to understand each individual or families motivation for their succession planning and tailor an appropriate plan for the individual or family. Her areas of e...

Edward is a Principal in the business law area at Sladen Legal, with a particular focus on equity, trusts and succession. The focus of his dispute practice is on protecting vulnerable beneficiaries and others negatively affected by the decisions of the incumbent controllers of estates and trusts. He represents plaintiffs and defendants in the County Court and Supreme Court in matters relating to: The removal and replacement of executors and trustees of estates and trusts; Applications for jud...