Trusts and asset planning – we get you peace of mind.

Get the best protection for your assets

Having an appropriate entity structure for your assets can make all the difference – your assets may be owned personally, in a trust, a company, or in a shared arrangement, depending on your circumstances. We work with your accountant or tax adviser to give sound and practical advice on how to structure your assets for optimal return and security. Sometimes this even means simplifying unnecessarily complex structures for your current situation.

Where you wish to create or retain a family trust or other entity, maintenance and management are vitally important.  With North Harbour Law as your advisor, your trust is in safe hands.

Our expertise includes:

• Creation of family trusts
• Management and ongoing administration of trusts
• Trust reviews
• Trustee advice
• Independent professional trusteeship
• Trusts Act 2019 advice, including beneficiary rights and trustee presumptions around the provision of information to beneficiaries
• Trust due diligence for prospective trustees
• Variations of trusts
• Gifting
• Resettlements
• Winding up trusts