Trusted advisers, asset protection
Our team provides leading edge expertise and personal service in establishing trusts, personal asset structuring and protection and family transition. We work closely with our tax team where appropriate.
We provide trusteeship services for established on-shore and off-shore clients.
Our team is also expert in the establishment and administration of charitable trusts and Charities Act compliance.
We have advised
- on personal asset planning including will preparation and the establishment and ongoing administration of discretionary family trusts.
- on the reorganisation of trusts and assets into more simple ongoing structures.
- in complex family situations on preparing deeds of family arrangement governing property division.
- as trustee for family trusts on an ongoing basis, in some cases for more than 20 years, and facilitating inter-generational transition.
- on the establishment and ongoing administration of offshore trusts under the New Zealand regime.
- charitable clients with major constitutional reviews of their governing documentation.
- on preparation of modern compliant trust deeds in anticipation of registration under the Charities Act 2005.