Private client

Bell Gully’s specialist private client team is highly regarded as the go-to team for complex private client matters and for providing dedicated and discrete service to private clients across a range of expertise.

All of our clients naturally expect discretion and confidentiality in their affairs. These are high stakes issues for our clients and the team has a reputation for careful planning and practical advice. This advice includes on immigration, tax, and overseas investment issues as well as trusts and estate services.

The team also often assists private clients with ordering their affairs to achieve maximum alignment for tax purposes between New Zealand and other jurisdictions that they remain connected to.

Work highlights

Ownership structuring
Advising both local and international clients on asset ownership structuring.

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

The Big P​icture: New rules for trusts - a toolkit for trustees

The Big Picture New Rules For Trusts