Asset planning and wealth management
We are specialist trust and wealth management lawyers providing expert advice shaped to the needs of our private clients.
We do this by investing time in fully understanding you and your personal circumstances so we can give you tailored advice with real clarity. Our specialist trusts and wealth management team’s understanding of the complexities of trust law means we will give you clear, innovative and decisive advice enabling you to make sound decisions for your future.
We have one of the most experienced trust and wealth management advisory teams in the South Island. Our size and scale means we can provide the capability and depth of specialist advisers on the formation of trusts for personal asset planning in a cost effective way.
Distance is no barrier to our services. Our clients are from throughout New Zealand and around the world. We advise international clients on establishing New Zealand Trusts to hold their international assets.
Our diverse range of clients includes residents and non-residents of New Zealand, large farming clients, charitable trusts, not for profit and pro bono work. Our work in the area is widely recognised and widely valued.
We enjoy working with our clients where we get to understand what it is that works for them, their family and their business. We draft Wills for clients and assist in the administering of their assets when needed. We also advise on and prepare powers of attorney for clients to assist in the event of incapacity.
We support our clients to establish trusts and companies and in the restructuring of personal and business assets. We provide an asset administration service tailored to your needs when you no longer wish to administer your personal assets, whether held personally or through a trust.
Our clients value the way we are decisive, opting to provide proactive advice to ensure the best outcomes for them. This approach is what makes us a leading trust and wealth management team.
