The Shaw and Partners GP Wealth Team is delighted to invite you to an exclusive boardroom dinner featuring Simon Bennett, Founder and Managing Director at Southern Waters Legal.
Australia is on the cusp of the largest transfer of wealth in its history, with Baby Boomers passing trillions of dollars to the next generation. This unprecedented shift presents both opportunities and challenges for families looking to preserve their legacy. Without the right planning, wealth can quickly be eroded by tax, disputes, or poor structuring. Thoughtful intergenerational strategies ensure that your family’s hard-earned wealth is protected, transferred smoothly, and aligned with your long-term goals.
Date: Wednesday, 3rd September 2025
Location: Shaw and Partners, Sydney Boardroom
Time: 5:15 pm for a 5:30 pm start
About Simon Bennett
Simon Bennett is the Principal Solicitor and founder of Southern Waters Legal, a leading boutique firm specialising in estate planning, family law, and business succession. With over 20 years of experience advising high-net-worth families and business owners, Simon is widely recognised for his expertise in:
Intergenerational wealth transition and estate structuring
Business succession and asset protection strategies
Trust and probate matters, including complex family arrangements
Simon has assisted countless families in navigating the legal complexities of wealth transfer, helping them safeguard assets while maintaining family harmony. He regularly presents to industry groups and is highly regarded for his ability to simplify complex legal matters into practical strategies.