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.
Experience
Sector / Expertise
Work highlights
Assisting 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
Preparing and advising 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
Providing specialist trust advice
in relation to complex trust and multi-trust structures
Advising in relation to the Trusts Act 2019
and its application to our trusts (including charitable trusts)
Forming and providing advice in relation to charitable organisations
including the making of applications to Charities Services for registration under the Charities Act 2005 and incorporation of charitable trust boards under the Charities Act 1957
Our team
Julia Gabrielle
Partner, Christchurch
Julia is a commercial partner with a focus on a range of property transactions. She has acted for both public and private sector…
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…