Overview
Buddle Findlay works with high and ultra-high net worth individuals and families, including those with assets, investments or family members in more than one country, on cross-border trust structures, multi-generational succession planning and family office governance.
Income tax planning for high net worth individuals and families sits at the centre of what we do, and we structure personal and family investments around each client's own circumstances.
Cross-border families raise a different set of questions. We advise on cross-border trust and offshore investment structures, on the interaction between New Zealand's tax rules and those of other jurisdictions under our double tax agreements, and on the controlled foreign company and foreign investment fund rules that apply to offshore holdings.
Wealth rarely stays still. As circumstances change, we help plan the tax dimensions of passing assets to the next generation, working through multi-generational structures alongside capital gains tax considerations for personal and family portfolios.
Family offices bring their own governance questions. We help clients set up and run family office structures, including family constitutions and other governance arrangements that support decision-making across generations.
Experience
Sector/Expertise
Looking for wider private wealth advice beyond family office and high net worth matters?
Our private wealth team helps individuals, families and family offices build, protect and pass on their wealth.