Estate planning
& administration
in New Zealand.
Transfer your wealth to the next generations safely & wisely.
Estate planning is the process of mapping out how you will divide your estate and assets to continue your legacy in alignment with your dreams and values. Our professional team can help establish a suitable fiduciary vehicle for you to achieve favourable positions, including:
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Protection of assets from sequestration. In some cases where a forced heirship regime exists, we can ensure your assets are distributed according to your wishes rather than those laid down by law -
Prevention of the dissipation of family wealth and maintaining continuity of family assets
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Migration of family wealth and executing family philanthropic objectives
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Provision of education and maintenance for children and other family members
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Protecting the next generations from losing assets through divorce
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Long term care and provision of funds for handicapped or high maintenance dependents or children
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Corporate and personal tax structuring to reduce taxation at home and in foreign jurisdictions (such as reducing personal and estate taxes and death duties or capital/gift taxes).
Trust & foundation services.
We assist in the establishment and administration of fiduciary structures such as trusts and foundations across multiple jurisdictions, including New Zealand, Hong Kong, Singapore, Mauritius, and the British Virgin Islands. The choice between a trust or a foundation—and the jurisdiction in which it is formed—depends on your specific circumstances, geographic location, and personal preferences.
A trust or foundation is typically created when the settlor or founder executes a legal deed with the trustee, outlining how the assets are to be managed and distributed to the beneficiaries. Once established, the settlor must physically transfer the assets to the trustee, who becomes the legal owner and assumes a fiduciary duty of care to manage the assets in line with the trust deed or foundation charter.
While trusts are often set up with clear intentions, they can become ineffective or non-compliant over time. We go beyond formation—we review existing trusts, assess their current governance, and offer ongoing trustee support to ensure they remain aligned with your objectives and evolving legal obligations.
As professional trustees to a number of client trusts, we understand the complexities and sensitivities involved in managing family wealth. We work closely with your legal advisors to help protect, preserve, and administer your assets in accordance with your long-term wishes.
