Private Client & Trusts
Tompkins Wake has built a solid reputation as trusted advisors to our private clients for nearly 100 years, working with generations of New Zealand families to protect and grow the things most important to them.
By establishing a thorough understanding of our client’s objectives and needs, we provide the personalised support, advice and guidance our clients require.
Our Private Client and Trust experts are skilled at developing the right structures, tailoring our approach to guide and advise our clients on asset-structuring, trust establishment and reorganisation, asset and business planning, and complex family and succession matters.
We understand the challenges of managing family owned enterprises and assets and work to act responsively with discretion and care to ensure our client’s goals and outcomes are achieved.
Our Private Client and Trust experts are skilled at developing structures to facilitate intergenerational transition of assets using trust and company structures.
We work closely across Tompkins Wake and our wider network to ensure tax and financing advice and support are available for our Private Clients when they need it.
Areas of expertise:
- Asset Planning
- Charities and Incorporated Societies
- Elder Law
- Estate Management and Administration
- Enduring Powers of Attorney
- Retirement Village - Applications/Settlements
- Succession Planning
- Trust Administration
- Wills and Estate Planning
- Asset Restructuring
- Relationship Property Agreements
- Family Office