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.
Mar 1, 2022
Are Trusts still worth it?
The Trusts Act 2019 ("Act”) came into force on 31 January 2021. The Act resulted in some major changes to all existing and future Trusts in New Zealand. The Act is intended to make Trust law simpler, more transparent and ensure Trustees can be held accountable. Changes have left many wondering – are Trusts still worth it?
Trustees Executors’ Trust Manager Katya French says “it’s important not to lose sight of the fact that there are still very good reasons why a trust might be right for your circumstances. A well-structured and well-managed trust provides a tool for preserving what you have and keeping it safe. In today’s uncertain times for businesses and where blended families are common, asset protection becomes essential”.
Although Trusts do not offer the same tax advantages as they may have done in the past, they are and remain a useful tool for estate planning and asset protection. With that in mind there are three key reasons why a Trust might be right for your circumstances.
1. Business Purposes
2. Personal and Family Asset Protection
3. Provide long-term support to Charity
Talk to one of our Trust Specialists
Trustees Executors specialises in Trust and estate planning. We can provide advice on the establishment of Trusts, and reviews of existing Trusts and advice and establishment of charitable trusts including structured giving.
For a complimentary consultation to discuss how we can help you achieve peace of mind call 0800 878 783 or email [email protected] to talk to one of our Trust specialists.
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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