Family trusts

Often the best way to hold, protect and manage your investment accounts are through a trust structure. Trusts can also help with the intergenerational transfer of assets and provide additional protection for your hard earned wealth. A family trust provides the ideal vehicle to hold growth assets, like your global share portfolio.

Your Trust will become part of your Estate planning. As such we can prepare and present all documents in a custom heirloom folder should you desire.

Whether you are a local or offshore investor, New Zealand trusts have many benefits and may offer certain tax advantages.

New Zealand trusts

New Zealand trusts offer a number of advantages:

  • Robust trust structures enshrined in New Zealand law.
  • No capital gains tax, inheritance tax or direct tax on non resident beneficiaries.*
  • Locale of your trust in one of the world's safest, most well regarded jurisdictions.

Formation & advice

We can advise if a trust structure is right for you and assist with:

  • Setting up a trust and documentation.
  • Setup of a managed investment account for your trust.
  • Review of your existing trust and investment performance.


We can also manage the administration of your trust:

  • Minutes and resolutions.
  • Financial accounts and tax planning.
  • Annual service, ensuring everything is in order.

Fees & charges

Book a free consultation today to discuss your trust needs. We can then prepare a quotation for what is needed.

A straightforward family trust can be a very economical means of asset protection.

*Your individual tax situation may vary. Please seek advice in regards to your specific circumstances.

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