Trust & Private Wealth Accounting

We provide proactive tax services that move beyond standard compliance. Our approach is to build a strong partnership, delivering practical solutions tailored to the challenges faced by modern businesses and individuals.

Trust Accounting & Advisory

We provide trust accounting and advisory services, including financial statements, tax returns, trustee and beneficiary reporting, administration, and compliance.

Trust financial statements and tax returns
Trustee and beneficiary reporting
Trust administration and compliance
Advice on trust structures and restructuring

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Wealth Preservation & Investment Planning

We work closely with experienced financial planners to help you build long-term financial security, with sustainable income strategies and investment planning tailored to your goals.

Sustainable income strategies
Investment planning and portfolio structuring
Coordination with financial planners and legal advisors

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Intergenerational Wealth Management

We work with families and private groups to protect, grow, and transition wealth across generations, combining expert financial guidance with an understanding of family values and long-term goals.

Family governance and succession planning
Estate and legacy planning
Cross-generational wealth structuring

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Retirement Planning

Planning ahead is key to achieving a comfortable retirement. We help you structure your assets and plan income streams to support the lifestyle you want in retirement.

Asset structuring for retirement
Income stream planning
KiwiSaver and superannuation advice

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FAQs

What trust and private wealth services do you provide?

We provide trust accounting, tax compliance, wealth structuring, retirement planning, intergenerational wealth planning, trustee reporting, and private advisory services tailored to individuals, families, trusts, and private groups.

Can you assist with trust accounting and compliance?

Yes. We prepare trust financial statements and tax returns, manage trustee and beneficiary reporting, assist with trust administration, and help ensure trusts remain compliant with current legal and tax obligations.

What is involved in intergenerational wealth planning?

Intergenerational wealth planning focuses on protecting and transitioning wealth across future generations. This can include succession planning, family governance, estate planning, trust structuring, and strategies designed to support long-term financial stability for families and private groups.

Do you work alongside financial planners and legal advisors?

Yes. We regularly work alongside financial planners, lawyers, and other professional advisors to help ensure financial, investment, tax, and estate planning strategies are aligned and working toward your long-term objectives.

Can you help structure investments and income for retirement?

Yes. We assist clients with retirement planning, including asset structuring, sustainable income strategies, investment planning, KiwiSaver and superannuation considerations, and long-term financial planning to support retirement goals.

Why is specialist trust and wealth advice important?

Trusts and private wealth structures can involve complex financial, tax, and succession considerations. Specialist advice helps ensure structures remain compliant, tax efficient, and aligned with your personal, family, and long-term financial goals.

Who benefits from private wealth and trust advisory services?

Private wealth and trust advisory services are valuable for high-net-worth individuals, families, trusts, business owners, and private groups seeking long-term financial guidance, wealth protection, succession planning, and dependable ongoing advisory support.

What is a testamentary trust and do I need one?

A testamentary trust is a trust created by your will, activated on your death. Common uses include protecting minor children’s inheritances, managing assets for vulnerable beneficiaries, and preserving tax flexibility across generations. We work with your lawyer on the drafting and handle the accounting once the trust is live.