Under the guidance of high-performing professionals, Kallen’s strong morals and a history in the fiduciary and regulatory space, he ensures value-driven results tailored to each client.
Experience & expertise
Kallen distinguishes his practice through a specialised combination of legal discipline and financial regulatory knowledge. Holding both Moonstone RE1 and RE5 certifications, he offers a heightened level of technical proficiency in Fiduciary and Estate Planning matters. This background complements his focus on M&As and corporate governance, enabling him to deliver commercially astute legal strategies.
With a background in the financial industry, Kallen brings practical experience in all Fiduciary and Estate Planning matters, from trusts to wills, commercial law to corporate law, he is experienced and knowledgeable enough to provide you with client-focused solutions.
Professional approach
Kallen adopts a ‘listen first’ approach that allows him to understand each client’s goals. In doing so, he can tailor working solutions that give effect to these goals. Drawing on his previous operational experience, he views legal challenges through a lens of long-term wealth preservation and commercial viability. This practical background allows him to anticipate administrative nuances often overlooked, ensuring that his solutions are not only technically sound, but seamless to implement.
How can Kallen help you:
Strategic legal guidance in:
- Integrated estate and succession planning
- Corporate and trust structuring
- Tax-efficient fiduciary and compliance solutions
- M&As
- General Commercial and Corporate legal services