Experience

We have advised:

  • on the design and implementation of structures to protect and enhance clients’ personal and/or business assets
  • on trust and asset reorganisation, including resettlements and variations of existing trusts and trust structures
  • generations of New Zealand families on their business, farming and property interests, including facilitating inter-generational transition through appropriate structures
  • on the interpretation and improvement of existing trust deeds and associated documentation to ensure they are up-to-date and fit for purpose
  • offshore clients migrating to New Zealand on all New Zealand trust and tax aspects of their move, and
  • on wills, powers of attorney and grants of probate for clients with domestic estates as well as offshore assets.
Charities and not for profits
  • on the merger of the Royal Auckland Golf Club with The Grange Golf Club, involving significant consultation with both sets of membership and negotiation over a long period
  • a District Health Board on interpreting an historic legacy to give it a modern charitable application
  • iwi and Māori organisations to maximise their commercial assets, helping them to achieve both their commercial and social and cultural objectives through the establishment of charitable vehicles and contractual arrangements
  • various iwi entities around charitable and public benefit issues
  • on the significant restructuring of a group of charitable trusts with educational purposes
  • on the separation of a charitable business into two distinct but related charitable entities – one providing accommodation of, and the other providing services for, disabled persons
  • on the acquisition of the undertaking of a charitable industry training organisation by another
  • the trustees of a significant charitable foundation engaged in social lending on liability under the Financial Service Providers (Registration and Dispute Resolution) Act 2008 and the Financial Advisers Act 2008, and
  • generous donors on gifting significant assets to charitable organisations in New Zealand and abroad during their lifetimes.
Corporate & commercial; Property & real estate; Tax

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