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Families & Individuals

Families and relationships are dynamic and constantly changing. Therefore, the legal advice and assistance you receive needs to be tailored to your specific needs and situation.

Our team is committed to providing services and advice that will help you to achieve your objectives and you can be assured of honesty, discretion and professional integrity.

Let us help you organise your personal and property affairs to ensure your goals and objectives are met.

Buying, Selling & Financing Property

The purchase of a new home or an investment property is often viewed as the most important financial decisions you will make. Our team of advisers can help you to avoid the pitfalls and traps and we can also recommend ways of structuring the property ownership to your maximum advantage.

Let us assist you with your property transaction by providing advice and assistance on the following:

  • Agreement for sale and purchase before you sign
  • Certificate of Title and any interests registered on the Title
  • LIM report and/or property file obtained from Council
  • Building report
  • Financing including loan and security structuring
  • Legal ownership and property sharing
  • Completing settlement
  • Getting the property legally "ready" for sale

Estate Planning and Asset Protection

You work hard to accumulate wealth in both personal and business assets. It is therefore essential that your assets are organised to maximum advantage – whether using a simple will, full estate plan or business succession planning.

We can help you do this by providing sound practical legal advice and implementing structures that will assist in achieving your goals.

We offer complete asset protection and succession planning services including:

  • Wills
  • Powers of Attorney
  • Advice on creditor protection
  • Gifting
  • Succession plans for transferring your assets on death and transferring business assets when ready to exit
  • Establishment of Family Trusts
Because families and relationships are diverse and constantly changing, it is very important that you review the asset protection structures that you have put in place regularly to ensure they continue to meet your needs.

Assets can be protected by way of Wills, Property Relationship Act agreements, trusts and companies. All of these are tools that can be tailored to your own personal circumstances.

Talk to any of our partners about how we can assist you with the protection of your assets.

Find out more about Wills and Estate Administration
Find out more about Powers of Attorney

Family & Personal Property

Property law and domestic or family type disputes tend to be draining, both financially and emotionally. We work hard at trying to help you to minimise the impacts these have on your day-to-day life.

Because families and relationships are dynamic, family law is also dynamic and these days, is considered quite a specialised area. We can assist you with advice on various family/relationship related matters such as:

  • Pre-nuptual / Contracting Out Agreements
  • Structuring of relationship assets
  • Separation/Dissolution of Marriage / Civil Union
  • Care and welfare of children

Family Trusts

It has become increasingly popular in New Zealand for people, particularly those who own or run their own business, to place their personal assets in a family trust.

Having the trust documents tailored to meet your specific requirements is fundamental to successful asset planning and protection.

We have already assisted many clients with establishing their trusts and can provide ongoing advice and support in this area.

Please contact any of our partners for information on the main steps involved in implementing an asset protection programme using a family trust.