Private Client

Alfred and his associates have not just provided us with invaluable advice and great outcomes, they’ve also provided us with peace of mind.

– Marty and Lisa England

Private Client

The establishment of clients’ family trusts and the management of their investments, as well as asset planning and succession arrangements between generations comprise a significant part of our practice.

Our lawyers assist clients with:

  • family, business (trading) and special purpose trusts including their creation, resettlement and winding up
  • charitable trusts and charitable companies
  • advice to trustees in relation to the management of trust assets and the expectations of beneficiaries, issues related to trustees’ obligations and beneficiaries’ rights and entitlements to distributions and resettlements, and a host of other matters
  • estate and retirement planning
  • advice on relationship property contracting out agreements
  • Enduring Powers of Attorney (including advice to Attorneys and Managers)

Our lawyers also advise on the preparation of Wills and the administration of Estates. We work together with family members to facilitate administration, providing professional service and empathetic advice on:

  • estate planning and asset management
  • Will preparation
  • administration of estates
  • executorship advice

They are easy to talk to helpful and supportive as well as being timely and efficient. I have respect for their honesty and integrity and professionalism.

Examples of our work

  • Assisting trustees to wind up Trusts no longer needed
  • Advising trustees on a Trust that had become dysfunctional because of competing financial interests
  • Establishing estate planning for the tax effective ownership of assets
  • Advising trustees of a Trust facing a challenge from beneficiaries
  • Advising on the establishment of various charitable Trusts, their incorporation as charitable Trust boards, and application to the Department of Internal Affairs for charitable entity status
  • Establishing a trading Trust for a New Zealand food processing business
Get in touch with us to find out how we can help.