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Henry heads our private wealth team. He is an experienced corporate and commercial lawyer who is an expert in helping individuals and families structure their assets.

Henry routinely advises high net worth individuals and families, athletes, entrepreneurs and captains of industry as well as ordinary New Zealanders and their businesses.  

Henry provides specialist legal advice to wealthy migrants to, and investors in, New Zealand, and helps them to buy assets, such as land and businesses.

Henry is an expert in trust law, and can set up and run trusts and other arrangements such as wills and relationship property agreements. He is a strong advocate for proper governance and administration of trusts and companies.

Henry is frequently involved in resolving family disputes, the interplay between trusts and relationship dissolution, and applications to court for orders relevant to trusts. He has acted for prominent clients in several reported judgments and settled cases. 

If you own a business Henry can help with succession planning to ensure a smooth transfer between the generations. If you decide you want to sell the business he can help prepare it for sale, manage the sale process, then help you structure the proceeds of the sale.

Henry also assists trustees, financial institutions, accountants and other law firms to manage fiduciary risk and regulatory compliance. He is an expert in AEOI and AML/CFT.

Admission Date:

2002 (New Zealand)

2004 (Cook Islands)

2008 (England & Wales)

2015 (British Virgin Islands)

EXPERIENCE

Henry has advised:

  • Numerous individuals and families in New Zealand and overseas to help them preserve and enhance wealth for future generations through trusts and other fiduciary relationships.
  • Numerous foreign law firms, trustees and wealthy families utilising New Zealand foreign trusts and limited partnerships as tax neutral vehicles to hold offshore assets. 
  • Various financial institutions on AML/CFT, FATCA and the Common Reporting Standard. He is one of a few lawyers in New Zealand to have experience and expertise in the new reporting regimes to which financial institutions are now subject.
  • Numerous migrants to achieve residency by investment in New Zealand and help with asset planning, business advice and property acquisition. 
  • Listed and start-up companies on the establishment and administration of several employee share schemes.
  • Sophisticated investors on the establishment, administration and transactional activities of collective investment vehicles. 
  • Trustees and beneficiaries in numerous court proceedings (including some significant reported judgments) and other matters which have settled out of court. Such judgments include:

                - In the matter of the P Trust and the R Trust [2015] JRC 196
                - In the matter of the Y Trust [2015] JRC 059
                - Re the E Trust and the F Trust [2014] JRC 107
                - Re the Onorati Settlement [2013] JRC 182

  • Several families successfully manage the transfer of their family business from one generation to the next and in other cases the sale of the business and distribution of proceeds to family members.

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