Succession planning and family trusts
We have extensive experience in the structuring, creation and administration of trusts, the preparation of wills and administration of estates. Additional services include acting as attorney for clients and managing their assets in New Zealand, custodial or nominee management services, provision of professional independent trustees, trust asset and investment management services and the preparation of tax returns and annual accounts for trusts.
Our services include:
Our services include:
- Establishing trusts
- Advice to trustees
- Advising on asset protection schemes
- Managing trusts
- Preparing wills
- Preparing Enduring Powers of Attorney
- Administering deceased persons’ estates
- Acting as attorney (in some situations)
- Account administration
- Provision of independent trustees
- Corporate trustee administration
- Corporate trustee services
- Charitable trusts and companies
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