Menu
PRIVATE CLIENTS
Our private client lawyers are trusted advisers who provide high-quality legal services of a personal and private nature to individuals, families, and small businesses.
Mangioni Biggs + Co provides advice in relation to highly significant and often sensitive personal matters to a diverse range of clients.
Our clients range from high-net-worth individuals, CEOs and other C-suite executives of listed public companies, small and medium-sized enterprises (SMEs) and their owners, and family offices, to the ‘Bank of Mum & Dad’, and first home buyers.
Our referrers include accountants, financial advisers, stockbrokers, lawyers, and other professionals.
Our legal services are comprised of intergenerational wealth management, estate and succession planning, estate administration, conveyancing and property transactions and investments, commercial advice, and dispute resolution and estate litigation support services.
Our lawyers have extensive experience in the following:
INTERGENERATIONAL WEALTH MANAGEMENT
We provide asset protection and wealth management advice to assist our clients’ business succession planning and their family’s private estate planning needs. Our sophisticated advice is bespoke and crafted to suit our client’s specific circumstances and desired outcomes.
Our solutions are designed for a diverse range of complexities for clients including:
- High-net-worth individuals
- Start-up founders
- CEOs and other C-suite executives
- SMEs (including Sole Traders)
- Family offices
- Sophisticated investors
- Self-funded retirees
- Attorneys and Guardians
- Families at all stages of life
In order to provide our clients with the best outcomes, we undertake a thorough review of their current personal and financial circumstances. Advice is often then given on the following types of matters:
- Domestic and international estate planning
- Harmonising lifetime (inter vivos) gifts to certain children with estate (testamentary) gifts to others
- Advising on how business and personal assets and trusts work together
- Distribution options for non-estate assets such as superannuation benefits and life insurance proceeds
- Assisting with intra-family loans and financial agreements
- Optimising outcomes for blended families, balancing the interests of current and former spouses, children and step-children
ESTATE + SUCCESSION PLANNING
Armed with clarity around our clients’ intentions and goals from our review of their current personal and financial circumstances, we provide bespoke advice to our clients and draft required documentation. Our lawyers comprise a team of trusted advisers, who are highly-experienced in preparing both standard and complex wills, and other legal documents, and in anticipating and dealing with the legal issues that can arise. Our work can include assistance with:
- A testamentary trust will, or a simple direct gifting will
- Statements of intention and wishes
- A deed of family arrangement
- Enduring powers of attorney
- Enduring guardianships
- Advance health care directives
- Special disability trusts
- Protective trusts
- Guidance to Attorneys and Guardians to navigate the complexities of decision making in their roles
- Advice for vulnerable or elderly people
- Intra-family loans and financial agreements
- Binding financial agreements (pre-nuptial agreements) for Family Law Act purposes
ESTATE ADMINISTRATION
Our team can expertly facilitate the administration of a deceased estate, whether the assets are solely in Australia, or partly in Australia and elsewhere.
We endeavour to make this process as quick and seamless as possible. This includes:
- Probate and letters of administration applications to the Supreme Court of New South Wales
- Dealing with intestate estates (where there is no will)
- Administration of deceased estates
- Advice to executors and beneficiaries
- Management of Family Provisions Act claims
- Legal representation in Family Provisions Act claim proceedings
- Assisting executors to resolve disputes between themselves or with beneficiaries
If a dispute does arise, we seek first to navigate those sorts of challenges through alternative dispute resolution processes, such as mediation, to try to head off unnecessary Court action.
BUSINESS + SUCCESSION ADVICE FOR FAMILY ENTERPRISES
Our lawyers can ably assist with various types of commercial and business issues, including:
- Establishing self-managed superannuation funds
- Advice on death benefit nominations
- Next generation succession advice for small and medium-sized enterprises (SMEs)
- Establishing family discretionary trusts
- Advice on property investment trusts and unit trusts
- Advice to directors and shareholders of family businesses
- Drafting of related documentation such as company resolutions for directors and shareholders, shareholder and joint venture agreements, and loan and security agreements
Further information about our Commercial team can be found here: Commercial Expertise
MATTERS OF PERSONAL SIGNIFICANCE
While private clients matters are commonly only small in value, they usually take on much more significant personal value, and these matters therefore need to be treated with the same high level of competence as we deal with all of our larger commercial matters. Our private clients lawyers understand and respect this, and consistently ensure that all of our private clients matters are handled accordingly.
We act on all personal and private matters, including:
- Estate planning
- Preparation and probate of wills and other testamentary dispositions
- Family Provisions Act advice
- Intestate estates (where there is no will)
- Estate disputes
- Local Council issues
- Personal and family financial arrangements
- Family trusts (including both inter vivos and testamentary trusts)
- Powers of attorney (including enduring powers of attorney) and guardianship documents
- Residential conveyancing
- Residential leasing
- Rural landholdings
- Neighbour disputes
- Nursing home contract
CONVEYANCING + PROPERTY TRANSACTIONS + INVESTMENTS
Buying or selling property can be a complex, and confusing process, and there are many legal and practical pitfalls to consider. Our lawyers help to smooth out the complexities, to side-step the problems, and to make it as simple as possible.
Our team has extensive expertise in a wide range of property transactional and investment work, and can oversee all aspects of your property affairs including:
- Conveyancing for the buying and selling of residential and investment property
- Drafting contracts for the sale of land, financing agreements and other contracts, and residential, commercial, industrial and retail leases
- Assisting first home buyers purchase their first home and making applications for related government stamp duty exemptions (transfer duty)
- Assisting with all stages of property developments, as well as applications for easements and negotiations with other land holders
- Review of contracts and advice in relation to retirement villages, aged care facilities and disability residential care facilities
- Assisting with Local Council issues and neighbourhood disputes
Further information about our Property team can be found here: Property Expertise
DISPUTE RESOLUTION + LITIGATION SUPPORT SERVICES
Sometimes things don’t go to plan and our clients need help managing a challenge against an estate or assistance with a property or commercial dispute. Our expert litigation team will then step in and assist our clients to manage those disputes, including through alternative dispute resolution processes wherever possible, and otherwise as and when formal Court proceedings are commenced.
Further information about our Litigation team can be found here: Litigation Expertise