Kelly specialises in advising wealthy individuals and families on tax and succession issues at Forsters LLP. She advises on the creation and operation of asset-holding structures and family offices to ensure wealth preservation and good family governance.
Each family is unique. A concerted effort to understand the complex dynamics which exist within each family, between spouses, siblings and the generations, is an essential first step for family advisers. Without this understanding, it is much more difficult to help a family deal with succession issues, especially in the context of a family business with members sitting on the board.
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