Telephone: 0800 4FMLAW
+64 9 915 2401

Family Trusts

Protecting your assets
Many New Zealanders have placed their personal assets in a Family Trust.

Fortune Manning's private client team specialises in asset protection and estate planning. We form many Trusts as one of the principal steps taken by clients to protect their assets and plan their estates.

In a number of cases more than one Trust is used with many different combinations of trustees and beneficiaries. Experience has reinforced the fact that all asset protection and Estate plans require careful consideration and structured documentation to effectively meet the needs of the clients involved.

When establishing and administering Family Trusts it is important for the lawyer, accountant and financial planner to work together to achieve the best outcome for the client.

We also have experience in the following areas:

  • reviewing existing trust and asset ownership structures with the view to simplifying affairs including resettlements
  • Independent review of complex family structures including the preparation and implementation of deeds of family arrangement
  • Review and amendment of existing constitutions and/or trust deeds for charitable entities prior to registration with the Charities Commission
     

 

Happy_family.jpg


Contact

Tony Fortune
Partner
DDI: (+64 9) 915 2405
E:tony.fortune@fortunemanning.co.nz

Katherine McCarthy
Trust Administrator 
DDI: (+64 9) 915 2406
E:katherine.mccarthy@fortunemanning.co.nz
About our company
Enter a succinct description of your company here
Contact Us
Enter your company contact details here