Trusts and Asset Protection

You will have worked hard to generate wealth and acquire assets. It is important to consider the various legal ways of protecting such assets in your business dealings and for future generations of family. We have extensive experience with:

  • Trust formation and ongoing annual administration
  • Transferring property to a Trust
  • We can advise on your options for more complex family scenarios
  • Advice about making gifts to Trusts and what assets should be owned by the Trust, especially if asset protection is a priority
  • Tax registration for Trusts
  • Independent trustee company services
  • Referral to key trusted advisors such as accountants or financial advisors

Foreign Trusts:

  • Australian Pty Companies purchasing property
  • British Virgin Island (BVI) Trust entities that hold real estate other investment in New Zealand