Private client & trusts

Private client & trustsPrivate client & trusts

Trusted legal advisers for private clients

Our Private Client & Trusts team combines asset-structuring expertise with a personalised and tailored approach to advise clients on trust establishment and reorganisation, asset and business planning, and complex family and succession matters.

Chapman Tripp is the only leading New Zealand law firm with a standalone private client team. We have significant experience in handling contentious trust matters, and work closely with tax and litigation experts within the firm where appropriate.

We provide trusteeship services for established domestic and offshore clients, and regularly advise offshore clients on New Zealand-based asset protection structures, including the tax aspects of such structures. We also have extensive experience in the establishment and administration of charitable trusts and Charities Act compliance.

Our team regularly makes submissions in the interest of our clients. In our recent submissions to the Law Commission's review of the Trustee Act 1956, we were pleased to note that most of our recommendations were reflected within the final report to Parliament.

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 pre-nuptial and contracting-out agreements for relationship property
  • on the interpretation and improvement of existing trust deeds and associated documentation, to ensure it is up-to-date and “fit for purpose”
  • offshore clients wishing to establish and administer New Zealand trusts
  • offshore clients migrating to New Zealand on all New Zealand trust and tax aspects of their move
  • on wills, powers of attorney and grants of probate for clients with domestic estates as well as offshore assets

Initial contacts