Trustees Executors Private Wealth provides a one team approach, a total wealth management service where you can get everything sorted in one place.
Trustees Executors Private Wealth provides a one team approach, a total wealth management service where you can get everything sorted in one place.
Find out how Trustees Executors can help you, whether you are looking for funding from one of the charitable trusts we administer, or are looking to establish a legacy of your own.
We all want a secure financial future for ourselves and those we care about and where you turn for advice is one of the most important decisions you’ll make. Trustees Executors Private Wealth provides a one team approach, a total wealth management service where you can get everything sorted in one place.
Knowing you have taken the right steps to ensure your loved ones are cared for after you're gone is what estate planning is all about.
Talk with one of our Private Wealth experts who will work alongside you to help you make the most of our services.
There are many ways to grow and protect your wealth, and our skill is to help you understand your choices and create and implement a personal wealth strategy to suit your needs. It all starts with a plan.
We are uniquely placed in the market as the only provider of fund administration, corporate trustee and wealth services in New Zealand.
We are uniquely placed in the market as the only provider of fund administration, corporate trustee and wealth services in New Zealand.
We are uniquely placed in the market as the only provider of fund administration, corporate trustee and wealth services in New Zealand.
Expertise you need, service you deserve. As your trusted and independent licensed supervisor, we deliver our regulatory leadership through collaborative partnerships that protect the interests of your investors.
For more than 25-years we have been leading providers of custody, investment accounting and unit pricing services to the managed fund industry.
For more than 25-years we have been leading providers of custody, investment accounting and unit pricing services to the managed fund industry.
Nov 8, 2019
Everyone has things they care about; a charity involving children, the elderly, animals, the environment, community services, health charities and many more. Perhaps you or your loved ones were supported by an amazing organisation, but you were unable to give back as generously as you would have liked in your lifetime. A bequest in your will is a great way to ensure their vital work carries on to support another person in times of need.
Anyone can leave a Gift to Charity
It’s a common myth that only the rich and famous leave money to charity when they die. This couldn’t be any further from the truth. The reality is that without gifts left in wills by people like you, many of the charities we know and support wouldn’t even exist. Whoever you are, whatever your situation, you can help make a difference and help create a better world by including a charity in your will.
Talk to Trustees Executors about Including a Charity in your Will
Making a will is one of the most important decisions you’ll make. It’s the only way for you to say how your assets should be used after your death and means less confusion and heartache for your loved ones in their time of grief. If you don’t have a will or it’s not updated, people you don’t want to benefit may receive some or all of your assets.
At Trustees Executors we can help you fulfil something very special and rewarding by making or updating your will to include your favourite charity. It’s not about excluding your family – loved ones come first – but there’s room to consider both. And by including a charity you’ll be helping to build a more supportive community for your own children and grandchildren, something they’ll appreciate if they ever find themselves in need.
Different types of Bequests
Gifts can be anything you own including specific items, money, property or a percentage of your estate. There are four main types of gifts you can choose to leave to a charity.
Remember to talk to your family and friends about including a charity, so they don’t get any surprises and can ensure that your gift is received by the organisation.
Talk to a specialist at Trustees Executors about the type of gift that will best suit you and your estate.
Please call 0800 768 029 or email [email protected]
Trustees Executors Limited was established in 1881 and is New Zealand’s first Trustee Company.
We provide a full range of financial and trust solutions to individuals, families and the corporate sector, including estate planning, trustee and investment advisory services.
We are a Licensed Financial Markets Supervisor and a leading provider of specialist Corporate Trustee and back-office fund administration services to some of New Zealand’s largest financial institutions, banks and fund managers.
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