Wealth Protection

Argyle's Wealth Protection team advises individuals and families on all aspects of their personal and business affairs that affect personal wealth.  We recognise that the protection of your assets and the preservation of their value is of paramount importance to you and your family.

Wealth protection strategies may include the use of trusts and testamentary trusts. Specifically, we often advise on:

• tax implications of asset protection structures and ensuring efficient outcomes
• asset protection strategies surrounding the family home, investment properties, other investments and other assets

You the individual

• Asset and wealth protection strategies for you, your family and your business
• Working with you to identify your personal circumstances and goals and consequential issues relating to your current asset holding structures and recommending steps to strengthen the protection of your assets
• Ongoing advice for you and your family when your circumstances change and you need to change or update your structure and strategy

You the financial planner or accountant

• Knowing how to identify weaknesses in your client’s asset holding structures
• Obtaining wealth protection advice for your clients on uncertain issues
• Specialised family wealth protection strategies for your clients