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PRIVATE WEALTH
Private Wealth Wayfinder 150x152

Wealth management is principally about preserving and enhancing the value of assets. There are two key elements to this – investment and structure.

Banks and other financial institutions provide investment expertise to enable capital growth and income. Lawyers typically provide the strategy and structure intended to protect assets from risk.

Risk to private wealth can arise in many forms including:

• Business activities

• Family disharmony

• Fragmentation

• Death and incapacity

• Economic forces

• Human vulnerabilities

• Lack of cash flow

Private wealth is typically structured, governed and administered in New Zealand in a way which is quite unique to this country. However, traditional practices and default settings are necessarily changing with modern times.

Clients need a trusted advisor who is across both private and business matters.  

Clients need a clear succession plan for their personal and business assets. In our experience, they often value simplicity.

Clients affairs need to be considered holistically. They need their lawyer to have a thorough understanding of their circumstances.

Some clients don’t live in New Zealand, and so they need a reputable local expert who can help with such matters as residency visas, purchasing property, and setting up or acquiring a business.

Some clients have issues to resolve, such as conflict between family members over family property or arising from the way family wealth has been structured and governed.

Many of our clients are professional trustees. They need help to manage their fiduciary risk and the increasing burden of compliance. 

We have extensive experience in setting up legal arrangements and resolving issues in relation to private wealth.

We are experts in the law and administration of trusts, wills and estates. But we think differently to other advisors in this area and draw on decades of domestic and international experience to provide solutions which better serve the client and do not blindly follow the traditional way of doing things in New Zealand. 

ASSET PLANNING

Developing asset plans for families using wills, enduring powers of attorney, property relationship agreements, trusts, companies, charities and other legal arrangements. 

IMMIGRATION

Assisting high net worth individuals to gain New Zealand visas under the Investor 1 and Investor 2 immigration regimes and then procure property and business assets and set up new businesses.

GOVERNANCE AND ADMINISTRATION OF TRUSTS

Advising trustees, lawyers, accountants, directors and financial institutions in the governance and administration of trusts and compliance with regulatory regimes such as Foreign Account Tax Compliance (FATCA), Common Reporting Standard (CRS), Foreign Trust Disclosure and Anti-Money Laundering (AML) and Countering Financing of Terrorism (CFT). 

RESOLVING CONFLICT

Resolving conflict and other issues relating to trusts through court proceedings or by alternative methods. 

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