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.
Jun 6, 2019
Along with your Will, Enduring Powers of Attorney (EPAs) are a crucial part of your personal risk management strategy. They ensure you have peace of mind, knowing that both you and your affairs will be looked after in accordance with your wishes.
There are two kinds:
What if you don’t have EPAs in place?
Should you lose your mental capacity without having an EPA in place, managing your affairs can become extremely difficult. It may not be as simple as having your family or friends step in on your behalf - not even your spouse or partner can act for you. If they have not been appointed by EPA, they would not have the legal authority to act for you without an order from the Family Court. This can take up to several months, incur substantial costs and the Court may appoint someone who you would not have chosen yourself. Remember, writing an EPA is a sure way for you to keep control of your affairs.
At Trustees Executors our Private Wealth team provide the specialist expertise and experience necessary to lead you through the process of writing an EPA. Make an appointment with one of our experienced Trust Managers today.
Contact us today on:
0800 002 478
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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