Phillippa Wilkie

Phillippa Wilkie

Phillippa Wilkie

Special Counsel, Auckland

Private client & trusts

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T:+64 9 357 9275

M:+64 21 322 137

E:phillippa.wilkie@chapmantripp.com

Qualifications

BA, LLB, University of Auckland

Admitted

1998, New Zealand; 2003, England and Wales

Specialising in private client, trust and charity advisory work, Phillippa advises on all aspects of trust law and operation in the private and charitable sectors.

An expert on trusts, she acts for families in establishing and adapting trust structures, for trustees, and for counterparties dealing with trustees.

Phillippa has a significant for-purpose practice advising charitable and non-profit organisations as well as social enterprise, and makes a significant contribution to the firm's pro bono legal work.

Before joining Chapman Tripp, Phillippa worked at Allen & Overy in London, particularly with trusts in complex commercial structures and transactions.

Recognised as an Associate to Watch in Chambers HNW 2019.

Recent highlights

  • Advising individuals on contentious family settlements involving trusts, beneficiaries and companies.
  • Designing asset protection structures, succession plans and agreements contracting out of the Property (Relationships) Act for individuals and their families.
  • Designing a transformational impact investment structure.
  • Working with charitable organisations on constitutional, governance, compliance and sponsorship matters.
  • Advising on the establishment of charitable organisations and their contractual matrices where there are multiple stakeholders (including iwi) all contributing financially to a common project.
  • Advising on mergers and other restructures of charitable organisations and of non-profit bodies.
  • Advising an offshore charity wishing to establish and register an entity in New Zealand.

Affiliations

Member of the Society of Trust and Estate Practitioners (STEP)

Member of the Charity Law Association of Australia and New Zealand (CLAANZ)

Private client & trusts

Services

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Māori law

Sectors

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