Helping individuals and families protect, structure and grow wealth across generations
High-net-worth individuals, families, trusts and private investment entities face complex decisions around wealth, structure, taxation and succession. These decisions often span generations and require careful planning, trusted advice and a long-term perspective.
Supporting wealth across generations
Wealth often comes with complexity. Ranging from asset ownership and structuring to family trusts, succession planning and evolving tax obligations. As circumstances change over time, so too do the considerations that shape how wealth is managed and protected.
Our advisors work alongside individuals, families and trustees to provide practical accounting, tax and advisory support tailored to their specific circumstances. We help bring clarity to complex decisions, support effective structuring and ensure arrangements remain aligned with long-term objectives.
Local people, global reach
Our private client advisors combine deep knowledge of the New Zealand tax and trust environment with access to global expertise where required.
Whether supporting cross-border assets, international family interests, complex structures or multi-jurisdictional tax considerations, we help clients navigate complexity with discretion and confidence.
This combination of local insight and global capability allows us to deliver considered advice, sound judgement and long-term continuity for families and private entities.
Meet our senior advisors
How we can help
Our private client services are designed to help individuals, families and trustees manage wealth, structure assets and plan for the future with clarity and confidence.
Wealth structuring and protection
Family governance and succession
Tax and financial management
Legacy and giving
Our Latest Insights
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Trusts Without Borders: Navigating Cross-Border Trust Issues in an Increasingly Mobile World
Explore how cross-border trust arrangements can create tax implications for settlors, trustees and beneficiaries.
Let's plan what's next
Whether you’re structuring wealth, planning for succession or managing complex family and trust arrangements, our advisors are here to help.