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Helping families and trustees build and protect wealth for beneficiaries

Advice and Guidance for your Family and your Family Office

Michael Perkins

 

...in Sydney, Australia, where he assists his clients create and manage multi-generation wealth management and succession strategies. Michael also works for entrepreneur driven and family businesses committed to managing family wealth across generations.

 

Michael brings a cross-disciplinary approach to the challenges of corporate growth, asset protection, estate administration and succession for multi-jurisdiction businesses as well as families seeking to manage their property for the benefit of subsequent generations and their broader community connections.

 

Michael has received TEP Designation from the Society of Trust and Estate Practitioners (STEP) for his expertise in these areas. Michael is the Chair of the Business Family Special Interest Group of STEP South Australia and a member of the Business Family Steering Group of STEP Worldwide. He remains a Lecturer in Estate Planning at the University of Technology, Sydney and Charles Sturt University and a member of the Conduct Review Commission of the Financial Planning Association of Australia. Michael is a contributing author of ‘Estate Planning – A Practical Guide for Estate and Financial Services Professionals’ and ‘Financial Planning in Australia’ (LexisNexis).