Australia

Preserving wealth, protecting legacy

Your legacy is about more than the assets you leave behind. 

It reflects your values, vision and aspirations for future generations. 

Our estate planning and intergenerational wealth service helps ensure your wealth is transferred in a way that protects your family, supports your intentions and preserves what matters most. 

A proactive approach

Effective estate planning involves creating a comprehensive strategy that considers family dynamics, governance, succession, philanthropy and long-term wealth preservation.

We help you answer:

  • How should wealth be transferred across generations?
  • How can future beneficiaries be prepared for responsibility?
  • What structures best protect family assets?
  • How can family harmony be preserved through succession?

Supporting future generations 

Transferring wealth successfully often requires transferring knowledge and values as well. 

We help families engage future generations, establish governance frameworks and create a shared understanding of the purpose behind family wealth.

Integrated advice

At William Buck, our integrated team of wealth, tax and accounting experts work together with your legal advisors to coordinate a tailored strategy that aligns estate planning decisions with your broader wealth objectives.  

The result is greater certainty, stronger family stewardship and confidence that your legacy will continue for generations to come. 

Estate Planning & Intergenerational Wealth Specialists

Latest insights from our Estate Planning & Intergenerational Wealth team

Is too much of your wealth tied to your business?
28 September 2026 | Minutes to read: 3

Is too much of your wealth tied to your business?

For many manufacturing business owners, success has come from continually reinvesting in the business. New machinery, larger...
Rethinking your Private Giving Fund’s investment strategy
8 September 2026 | Minutes to read: 4

Rethinking your Private Giving Fund’s investment strategy

In our work with Private Ancillary Funds (PAFs), now officially transitioning to 'Private Giving Funds', we have...
Protecting more than just your income
28 August 2026 | Minutes to read: 4

Protecting more than just your income

For medical specialists, one of the most valuable assets is the ability to earn an income through...

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