Expertise

Private wealth

Safeguarding your assets can be hard, and knowing when and how much specialist legal support you require can be even harder. At Buddle Findlay, we work with high net-worth individuals and families to help protect their assets for generations to come.

Overview

Personal asset planning is a very personal process - some people may simply need a trust, a new will or a new relationship property agreement.  Others may need a bespoke succession plan for the family business, a family constitution or assistance in establishing a family office structure or other family governance arrangements.

Our streamlined approach to personal asset planning uses a predictable three-phase process to understand your needs, investigate any risk areas and make any changes necessary so that you can be confident that your family’s assets are secure now, and into the future.

Our national private wealth team has dedicated specialists across all three offices who advise on a range of trust and personal asset planning matters.  As a full service law firm, we can also provide any other legal assistance that you might require in relation to your personal asset plan.

View our personal asset planning brochure.



Work highlights

Formation and provision of advice on asset ownership structures

for high and ultra-high net worth individuals and families using a range of vehicles including trusts, companies and limited partnerships.

Assistance with restructuring of private asset ownership structures

for family businesses and multi-family business groups, including tax advice and documentation of changes to asset-holding vehicles

Preparation of and advice on all ancillary asset planning documents

including wills, enduring powers of attorney and relationship/matrimonial property agreements

Acting as Court appointed trustee

in the resolution of complex claims under the Property (Relationships) Act 1976

Acting on the successful resolution of claims under The Family Protection Act 1955

in relation to high value estates, including rural property and other commercial assets

Providing expert evidence

in cases involving varied property and estate related litigation
more

Our team

Tony Wilkinson

Tony Wilkinson

Partner, Auckland

Tony has a highly regarded practice acting for public and private sector clients. He is the lead tax advisor for Buddle Findlay’s most...

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