Wine Partner, Finlaysons
Will leads Finlaysons' Wine Group. His practice has, for over 20 years now, been focused virtually solely on the wine industry. He has extensive experience acting for large and small participants in the wine industry, in relation to joint ventures, mergers and acquisitions, business structures, capital raising, succession planning and their general commercial activities such as entering into supply, processing and distribution contracts. He has also had his own wine business for the last 19 years.
View Will's full profile here.
Client Services Director, Mutual Trust
Brad is an accomplished family office executive with extensive experience in family strategy, communication and governance. Gaining first-hand knowledge leading a family office in his role as an executive for a large family in Australia, he is now a Director of Client Services within Mutual Trust, one of this country's largest multi-family office providers. Drawing on his expertise in investment management, corporate finance and law practised almost exclusively within the context of family office, Brad is uniquely placed to help families manage their wealth in an integrated way.
Client Services Director, Mutual Trust
Rob is a family strategist, working extensively with Australian and international families to realise both their financial and family objectives. Rob has broad experience in working with unique and varied family businesses, providing specialised advice that encompasses their business operations, accounting, taxation and estate planning needs. Rob has particular expertise in working with families to realise the wealth potential of significant assets, ensuring strategies are in place to facilitate the wealth transition to the next generation of family leaders.
Shaun Allan & Richard Bund
Partner, Tilbrook Rasheed
Shaun and Richard are Partners of Tilbrook Rasheed, an Adelaide based firm of chartered accountants that specialise in business and tax advice to family businesses, with particular expertise in the wine industry. From its Adelaide base, the firm’s 9 Partners consult to private enterprises across Australia. With respect to the wine industry, Tilbrook Rasheed acts for a broad range of wine and wine-related businesses of varying scale across all regions. Tilbrook Rasheed is often retained to provide advice on a range of matters, including annual tax compliance, WET advice, profitability and business reviews, settling of funding platforms, transactional support, capital placement and succession. The firm prides itself on being a proactive and valuable affiliate to its clients’ teams and, in many instances, its Partners play an active role in the ongoing governance of clients’ businesses.
Workplace Senior Associate, Finlaysons
Will has significant experience in workplace relations, with secondments and in-house roles in the large and industrially complex workforces of Qantas Airways and Rail Corporation NSW. He has particular expertise in responding rapidly to uncertain risk situations, including safety incidents and fatalities, unprotected industrial action and instances of serious misconduct, bullying and workplace fraud. Will’s clients span the manufacturing, wine, mining, defence, agribusiness, health care and education sectors. He assists clients to promptly consider and resolve employment risks before legal proceedings take over the control of an issue. If firmer action or defending a claim is unavoidable, he has the litigation skills and experience to deliver the best outcome. With compliance and issue avoidance being front of mind for many clients, Will also provides organisational reviews and briefings for boards and senior managers on workplace risk, including under work health and safety laws.
|Will Taylor||Brad Simmons||Robert Hemphill||Shaun Allan||Richard Bund||Will Snow|