Michael joined PW Lawyers in 2021, bringing with him over 25 years of experience in the financial services industry in the USA, including work with Fortune 100 companies. He has a wealth of expertise in training and advising financial planners, accountants, and legal professionals on advanced life underwriting techniques, particularly in estate and business succession planning.
Specializing in wealth transfer strategies for future generations, Michael focuses on Wills, Trusts, and Business Succession Planning. His extensive experience in client interviews allows him to develop creative, practical solutions tailored to each client’s needs.
Michael is passionate about simplifying complex financial and legal matters to make the process more accessible for clients. His deep knowledge in estate planning and succession planning makes him a valuable resource for those seeking to protect their family’s or business’s future.
He is admitted to the Supreme Court of New South Wales as a Lawyer, an enrolled Barrister and Solicitor of the High Court of New Zealand, and a Solicitor of the High Court of Australia. We are proud to have someone of Michael’s calibre as part of the PW Lawyers team.
