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.
A Will is the best way to ensure your assets are distributed in accordance with your wishes after you’re gone. As well as looking after loved ones, you can also leave bequests and gifts, give to charities, ensure the family heirlooms are left in safe hands, record your funeral wishes, and appoint guardians to take care of your children.
If you have simple wishes and want to leave your estate to one special person, or equally between many people, you can use our Online Will System. It’s important also that you are over the age of 18 and that you are using this Will System to make your own document.
Life gets a little more complicated if you own a business, have a family trust, or are part of a blended family, and if that’s the case we think it’s important you talk to us first.
If in doubt this might help “Is an Online Will right for you”
We have listed some important things you might want to consider and discuss with your loved ones prior to getting started. You will also find this document important in understanding how some key New Zealand laws may affect your Will “Your Will – What you need to know: Statutory Provisions”.
Next, we recommend you sit down and make a list of your assets and think about how you would like them distributed. Consider if you would like to include funeral arrangements, try to recall whether you've ever promised to include someone in your Will. If you have these details fresh in your memory, you will find the process easier.
This process will take you between 5 - 20 minutes, depending on the complexity of your wishes.
When the process is completed, your document will be forwarded to you for signing within 24 hours. We will include instructions on how to do this and it’s important to realise that the job is only completed once you have your Will signed.
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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