" The habit of saving is itself an education; it fosters every virtue, teaches self-denial, cultivates the sense of order, trains to forethought, and so broadens the mind. "
- T.T. Munger
We provide estate planning and structuring solutions to private clients and families in New Zealand and overseas.
Our view is that there is little point in accumulating wealth if that capital is to remain exposed to risk, both during the owner’s lifetime and thereafter.
Our estate planning and structuring solutions ensure the protection of a family’s wealth, and provide for a seamless devolution of wealth on death.
What works for one person may not necessarily work for another. From start up to succession planning we will guide you through the choices regarding appropriate business structures for your venture. Trading trusts, limited partnerships and joint ventures may all be suitable alternatives to the traditional company or sole trader approach. Should the business be debt funded or issue shares? Should trading gains be isolated from capital gains? How can tax losses be best utilised? Let us help you find the solution which works best for you.
MOVING TO NEW ZEALAND
We specialise in helping people moving to, or who have recently arrived in, New Zealand who want to better understand some of the key planning issues and ways of making the most of their status as new migrants to the country.
ARRIVING IN NEW ZEALAND
We provide structuring solutions both pre and post migration to New Zealand and work closely with `families and their overseas advisers to achieve an optimum and tax efficient result.