High Net Worth Individuals

At ZT Partners, we specialise in providing bespoke accounting, taxation and advisory services tailored to the unique needs of high net worth individuals (HNWIs) across Australia. Our experienced team understands the complexities of wealth management and the importance of personalised solutions to preserve and grow your assets. Whether you're a successful entrepreneur, investor, or inheritor, we offer discreet, sophisticated advice to help you navigate complex financial landscapes and achieve your long-term financial goals.

Tax Planning & Optimisation:

  • Structuring and optimising tax-efficient investment vehicles

  • Maximising deductions and tax credits

  • Estate planning to minimise tax liabilities for future generations

Business Advisory:

  • Strategic business planning and growth strategies

  • Mergers and acquisitions (M&A) advice and transaction support

  • Succession planning and exit strategies for family businesses

Estate Planning & Asset Protection:

  • Creation of tailored estate plans to preserve wealth and minimise taxes

  • Asset protection strategies to shield assets from creditors and legal liabilities

  • Trust establishment and administration for intergenerational wealth transfer

Philanthropy & Charitable Giving:

  • Designing charitable giving strategies aligned with your values and objectives

  • Maximising the impact of your philanthropic efforts while optimising tax benefits

Other Specialisations