We take a 'whole of life' approach to asset protection and succession planning, offering expert guidance to ensure your wealth is safeguarded for future generations.
We provide tailored asset planning services for wealth protection, risk management, and succession planning.
Strategies to safeguard your assets against unforeseen risks and liabilities.
Ensure your assets are passed on according to your wishes, with minimal conflict or confusion.
Advice and drafting of agreements to safeguard your assets during relationships or in the event of separation.
Expert advice on forming family and trading trusts, alongside comprehensive trust administration services.
Create trusts to manage and protect family wealth for future generations.
Ongoing management and compliance support for trustees to ensure legal obligations are met.
Drafting and updating wills, as well as setting up enduring and general powers of attorney.
Ensure your wishes are respected and your estate is distributed as intended.
Appoint trusted individuals to make decisions on your behalf if you are unable to do so.
Support for executors in administering estates, including applications for probate and letters of administration.
Guidance on the legal processes required to manage and distribute a deceased person’s estate.
If you have a question about our services or want to book a time to discuss something further, please fill out the form below.
Level 2, No. 1 Broadway,
Newmarket, Auckland
PO Box 99432,
Newmarket, Auckland
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