Private wealth

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Protecting your assets requires careful planning. We’ll help you to structure your personal affairs and preserve wealth for future generations.

Our specialist Private Wealth team provides bespoke advice to preserve, build, and maintain your wealth. We offer prudent guidance on matters such as individual asset planning, trusts, and tax. We regularly assist trustees, high net worth individuals, migrant entrepreneurs, and returning New Zealand expatriates.

Our clients operate in an increasingly complex environment. Regulation and reporting obligations continue to rise and investment opportunities are widening, all against a backdrop of significant social change around the world. 

We appreciate the responsibility of leading a business in a fast-paced and ever-changing world. Individuals and families increasingly need to structure their affairs using a corporate approach. With our deep understanding of private capital and international holding vehicles, we shift seamlessly from advising on the most personal of matters to the most complex corporate transactions. Our level of specialisation has made us fast and efficient, especially when it comes to legal planning for complex family trust and succession arrangements.

We pride ourselves on navigating this complexity on behalf of our clients. We have the ability and expertise to meet the legal needs of the most sophisticated of clients: from family governance to trusts, tax planning to disputes, immigration to property acquisition, corporate structures to reputation management. To provide solutions, we draw upon our market-leading practice areas for expert guidance, such as property and real estate, tax, insurance, corporate and commercial, immigration and dispute resolution.

We can help with:
  • Succession planning
  • Trusts advice, including establishment, resettlement and restructuring
  • Wills and estate administration
  • Tax residency 
  • Personal asset planning
  • Enduring Powers of Attorney (EPAs)
  • Relationship property
  • Immigration to New Zealand 
  • Property, including Overseas Investment Office approvals
  • Dispute resolution, including inheritance and trusts disputes.

We also advise charities and not-for-profit entities on their unique requirements. 

As a top tier, globally connected and full-service law firm, we have the utmost understanding of how to manage your private wealth. We work with trusted advisers in other jurisdictions to meet your specific needs, often working together with our clients’ offshore family offices, lawyers and accountants. This connection allows us to help our clients navigate complex cross-border interests, ensuring our advice is co-ordinated, pragmatic and responsive.

Experts in our field, we are engaged with evolving market developments that can potentially impact your interests.

At MinterEllisonRuddWatts, we are committed to delivering expert advice with excellent client service.