Family Restructuring
Adapt your wealth structures for the future.
Families and their financial circumstances evolve over time.
Changes in ownership, relationships, business interests, wealth accumulation or succession goals can create a need to review and restructure existing arrangements.
Andersen helps individuals and families assess and adapt their wealth structures to ensure they continue to support long-term objectives. We provide practical advice across ownership, governance and tax considerations, helping families protect and manage their wealth across generations. Having independence and experienced oversight can remove challenges that families often face when considering future planning and restructuring. We work alongside your family to provide a full-service family governance or family office support.
How we help
Reviewing existing structures
We assess current ownership and wealth structures to understand whether they continue to align with your family’s objectives, circumstances and future plans. This often involves setting the family strategy and ensuring that your wishes are considered well into the future as part of your legacy.
Family wealth structuring
We help families establish and adapt structures designed to support wealth preservation, management and transfer, considering the unique needs and complexities of each family.
Ownership and business restructuring
For families with business interests, we provide advice on restructuring ownership arrangements to support succession, governance and long-term continuity. Additionally, we also provide support for further active investment into other business interests as required.
Supporting changing circumstances
Life events, changes in family dynamics and evolving financial goals can require a review of existing arrangements. We provide guidance to help ensure structures remain fit for purpose and align with the family charter.
Coordinated family planning
We work alongside other professional advisors where required to help create a coordinated approach to family wealth, governance and succession planning.
Outcomes
With Andersen’s Family Restructuring support, you can:
- Ensure structures continue to meet your family’s objectives
- Support effective wealth management across generations
- Adapt ownership arrangements as circumstances change
- Improve clarity around family wealth decisions
- Create a stronger foundation for future planning
Our Latest Insights
Andersen in New Zealand announces acquisition by Andersen Group Inc. (NYSE: ANDG)
Andersen in New Zealand announces its acquisition by Andersen Group, strengthening its presence across Asia-Pacific.
Motor vehicle FBT is changing: Is your business ready?
Proposed motor vehicle FBT changes from April 2027 mean businesses should review their vehicle policies and compliance.
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.
Business resilience in uncertain economic times
Discover how New Zealand SMEs can strengthen resilience during uncertain economic times.