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 a separate entity to hold your growth assets, in particular your family's 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.
We can advise if a trust structure is right for you and assist with:
We can also manage the administration of your trust:
Please contact us to discuss your trust needs. We can then prepare a quotation for what is needed.
As a guideline, setup of a straightforward family trust can be done from approx. $2,000.
The information within this site is issued by Angelo Partners Ltd to wholesale clients or eligible investors under the Financial Markets Conduct Act 2013 (FMC Act).
Angelo Partners Ltd is registered as a Financial Service Provider (FSP No. 596789) with the Ministry of Business, Innovation and Employment of the New Zealand Government.
In accessing this site, you certify that you are a wholesale investor and can meet one of the following criteria: