Emma receives referrals from a range of sources including investment banks, private banks, top-tier accounting firms and financial advisers. As an acknowledged expert in her field, Emma is regularly asked to present at conferences and seminars for professional bodies and organisations.

Emma’s clients include high net worth individuals, families and family businesses. Recent experience includes:

• preparing personal testamentary trust wills;
• review of complex family trusts and unit trusts and preparation of documentation to deal with succession of control;
• trust interpretation and trust disputes;
• estate adminstration and estate litigation;
• advising family businesses in relation to shareholder’s agreement and the preparation of existing business structures for entry of second and third generations into business; and
• providing succession planning advice to families with a focus on wealth preservation and protection of vulnerable beneficiaries.