COVID-19 Update
All of our offices remain closed during Alert Levels 3 and 4 with all our teams working from home.
Under the new guidelines for Alert Level 2 our preference is to continue to hold all client meetings remotely, however where there is an urgent need to meet one of our team please call ahead to make an appointment so we can talk through our safe working practises.
Rest assured our people are available to support you through all the COVID-19 alert levels and beyond. Please continue to reach out to us by phone or email if we can be of assistance.
We hope you and your families and whānau are staying safe.
TRUSTEES EXECUTORS SPECIALISES IN
Family & Estate Planning
Talk to us about Trusts, Wills, Enduring Powers of Attorney and Estate Administration.
Wealth Advisory Services
Helping you achieve your goals with future focused tailored investment strategies.
Philanthropy
Building stronger, more resilient communities through the Trustees Executors Charitable Foundation
Corporate Trustee Services
Specialist trustee and supervisory services for the corporate financial markets.
Member & Investor Services
Specialised registry services to a wide range of fund managers, banks, KiwiSaver providers and government entities.
Portfolio Services
We are a leading provider of custody, reporting, unit pricing and investment accounting services for a number of managed fund products including unit trusts, PIEs and superannuation funds.
— Established in Dunedin in 1881
Creating successful futures
Trustees Executors is proud to be New Zealand’s longest serving and most experienced Trustee Company.
We play a vital role in working with people to help them grow and protect their assets for a successful future for their families. We have been undertaking this important guardianship role for 140 years. This is our purpose and the reason we are here.
We have steadily grown from the original trust and estate business on which we were founded to our current service offering which has allowed us to enter new markets and engage new clients.
For our corporate clients, the diversity of scope and depth of our experience we have, combined with highly skilled multi-disciplined teams, provides them with an integrated and collaborative partner to deliver sustainable, innovative solutions for them and their businesses.
