McR Private | Family office and private wealth
Succession planning, wealth management and asset protection for high-net-worth families
McR Private empowers family offices, high net worth individuals, multi-generational businesses and their advisors across Australia and internationally. We provide support and bespoke solutions to expertly navigate corporate endeavours and personal matters to foster the future of your family legacy including intergenerational wealth transfer, business succession planning and family office planning.
Legal solutions for family wealth and succession
Our lawyers act as a seamless extension of your advisory team, delivering cross practice advice that aligns legal strategy with commercial and family objectives having regard to the complexities of family dynamics across different generations. Core services include:
- Family office establishment, restructuring the ownership of various assets and administration of the family office
- Business succession planning, including my way of sale of assets or businesses or intergenerational wealth transfers
- Transaction management and support across all aspects of M&A
- Personal succession planning including wills, trusts and estate administration
- Trust and estate disputes, estate litigation and dispute resolution
- Tax structuring, tax controversy and private rulings
- Real estate acquisition, property transactions, leasing arrangements and agribusiness transactions
- Charitable and philanthropic foundation establishment and management
Dedicated lawyers for financial and investment advisers
Our reputation as a leading independent Australian law firm means we act for many of Australia’s most prominent family offices, high net worth individuals, businesses and their advisers. We collaborate with our clients and their advisors to provide tailor made solutions that are as future proof as possible whilst being flexible to adapt and evolve as and when required.
Our role goes beyond legal counsel, we invest in understanding your family enterprise, values, and long-term objectives. Our expertise spans corporate structuring (including mergers and acquisitions), wealth structuring, succession, estate planning and integration of business and personal interests, ensuring every decision supports your family’s objectives. From start-up ventures to intergenerational transitions, we provide clear and commercially focused advice that positions you for enduring success.
We proudly work alongside other trusted advisers, including accountants, financial and investment advisers, and wealth managers, as well as with the ATO, to provide integrated, collaborative, and future-focused advice. By working together with your advisers, our team always deliver the outcomes that matter – mitigating risks, securing compliance, and safeguarding your family’s legacy for generations to come.
Full-service legal advice aligned to your goals, always
McR Private is an integrated and multidisciplinary legal team, backed by McR’s full-service capability and the strength of our nearly 100-year history.
- Corporate Advisory and Governance: Strategic structuring investments for private groups to support growth and risk management.
- Mergers and Acquisitions: End-to-end support for buying, selling and restructuring businesses, including due diligence and transaction management.
- Tax and Structuring: Tax efficient financing, private rulings and controversy support to protect wealth and transfers between generations.
- Wills, Estates and Trusts: Succession plans, trust establishment and trustee advice, estate administration and contested estate matters.
- Real Estate and Property: End to end property capability for family portfolios, developments and complex landholdings.
- Litigation & Dispute Resolution: Skilled estate and trust litigation, mediation and resolution strategies to preserve value and relationships.
- Intellectual Property & Trade Marks: Brand protection, IP commercialisation and global trade mark management for family businesses and ventures.
- Start ups & Emerging Businesses: End to end support for founders and family office investments into early-stage ventures – entity formation, fundraising and IP protection.
- Not for profit & Philanthropy: Governance, DGR and foundation establishment tailored to charitable giving and philanthropic legacy.
The McR Private difference
Our approach is grounded in tailored commercially driven advice, delivering bespoke legal solutions that reflect each family’s unique commercial objectives and risk appetite. Our offering in the market is backed by a full-service firm, our integrative cross-practice capabilities mean we provide a one-stop-shop for family office, private clients and their advisers, as a seamless extension of their advisory board. Our strong international connections also allow us to provide comprehensive advice to clients with investments located overseas.
We prioritise enduring relationships, often acting as a trusted external adviser to our clients’ advisory boards. With a practical, commercially driven focus, our legal advice is designed to be implemented seamlessly alongside accountants, financial advisers, and trustees.
To find out more, contact Marianne Lloyd-Morgan below.
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