Private client, family office, immigration

We provide practical solutions on a broad range of matters ranging from matrimonial advice to adoptions, from advice on property transactions (and the rules on investment from abroad) to tax and immigration as well as trusts and estate services.

Our team delivers results for clients.

Assisting private clients to achieve maximum alignment for tax purposes between New Zealand and other jurisdictions.
Advising on trusts and estate planning to hold assets, protect assets, separate business assets from private assets, hold assets for a wide group of beneficiaries, and to undertake charitable work, as well as any disputes that arise in relation to trusts.
Advising individuals, families and corporations on all immigration related matters, including residency applications, asset ownership structures under New Zealand law and tax implications of those.

Our range of specialist, leading expertise, with our excellent relationships with authorities and third parties, holds our team above the market and delivers the best advice for clients.

Ownership structuring

Advising both local and international clients on asset ownership structuring.

Trusts

Advising clients on the formation of trusts for personal asset planning, and advising on restructuring and resettlement of existing trusts.

International trust advice

Advising international clients on establishing New Zealand trusts to hold their international assets.

Wills and estate administration

Drafting wills and assisting in the administration of deceased estates. We also advise on and prepare enduring powers of attorney for clients to assist in the event of incapacity.

Immigration

Obtaining special purpose work visas for corporate clients at short notice.

Obtaining residence and permanent residence status for many of New Zealand's most notable migrants.

Establishing tailor made ownership structures for migrants.

Obtaining medical waivers for migrants with difficult medical histories.

Relationship property and other family matters

Advise clients on relationship property issues and prepare “contracting out” agreements. We act on relationship property disputes for clients and focus on providing practical, solution-oriented advice. Where needed we liaise with specialist barristers on behalf of clients, for example in child custody matters. We assist in managing that process efficiently and sensitively.

Charities and incorporated societies

Advise charities and not for profit organisations on the establishment of charitable trusts and incorporated societies, the governance of those entities, registration and tax exemptions and the duties of trustees and board members.

Conveyancing and other property matters

Assist clients in range of property transactions, working with our property team, from buying or selling a family home or bach to more complex subdivisions, land developments and leasing arrangements. Our team includes a dedicated residential conveyancing specialist.