Protecting what you have built

Succession Planning

Succession planning is a critical step in safeguarding the future of your business and personal wealth.

At Madgwicks, we work closely with you to create tailored strategies that ensure a smooth transition of leadership, ownership and assets. Our approach considers legal, financial, and family dynamics, helping you minimise risk, protect value, and provide clarity for all stakeholders.

Whether planning for retirement, unexpected events, or generational transfer, we provide practical, commercially sound advice that gives you confidence your legacy will be preserved.

Related Experts

Joe Katz

Principal

Angelo Conti

Principal

Debra Dunn

Special Counsel

Madgwicks Lawyers pride themselves in their skill set

October 20, 2025

Estate Planning: an essential component of financial management

For those who hold considerable assets, have business ventures, or support dependents, having a well-organised estate plan is fundamental to ensuring long-term stability, control and reassurance.

October 7, 2025

Sibling infighting – disputes amongst family members

We are seeing a growing number of disputes between siblings, and sometimes even parents, over companies, trusts, family businesses and inheritances. These conflicts are rarely just about money. They are deeply personal, emotionally charged and often tied to long standing family dynamics and unspoken expectations.

September 22, 2025

Family farm disputes: parents and adult children

We are frequently engaged to assist in disputes between parents and adult children concerning the family farm. These matters are rarely just about the farm, money or property. They are deeply personal, often emotional and usually tied to long-standing family dynamics and expectations.

September 18, 2025

Madgwicks secures successful outcome in family property dispute in the Victorian Supreme Court, the Supreme Court of Appeal of Victoria and in special leave application to the High Court.

Madgwicks has successfully represented its client in a long-running family dispute concerning the control of a company holding significant property assets.