HIGH
NET WORTH
INDIVIDUALS

HIGH NET WORTH INDIVIDUALS

High net worth individuals with valuable portfolios face complex and wide-ranging issues when deciding how best to manage their assets and structure their affairs. Whereas financial advisors provide investment advice with the end goal of asset growth in mind, lawyers are typically responsible for providing advice on structuring and strategy in order to protect those assets from risk and loss.

Such individuals require sophisticated legal advice which straddles between commercial, asset protection, tax and regulatory fields in order to ensure each investment decision has been considered thoroughly through each of these lenses in a holistic approach.

Our compliance and advisory services cover a wide range of issues, including:

• Tax efficient investment planning
• Asset protection and choosing between asset-holding vehicles
• Relocation and restructuring
• Residence change (and related tax implications)
• Real estate acquisitions
• Retirement and succession planning

As a high net worth client, you will be working directly with our firm’s expert, Sam Khalesi. Over the years, Sam has accumulated an abundance of experience and knowledge in this area of law from his time at multiple leading law firms and top 4 accounting firms both in New Zealand and the UK. As a trusted advisor, Sam has represented private clients with a net worth ranging upwards of $15 million.

At GML Lawyers, we strive to give our clients straight-forward, no nonsense personalised advice. If you are seeking practical, tailored advice stemming from a holistic approach, get in touch with our law office based in East Auckland today.

Individuals with $6 million (or over) in assets should enquire.

EXPERTISE

Relationship Property

Property Law

Estate Planning

Trusts & Wealth Management

Businesses

Commercial Disputes & Litigation

Employment Law

High Net Worth Individuals

Civil Litigation

Tax Law

Land Compensation Schemes

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As first time buyers we really appreciated the support and advice that Carol gave us. We found GML Lawyers to be very professional without costing us the earth. I would highly recommend them for a house converyance.

Andy & Willow

Recently I had reason to search for a local lawyer to represent me in my new role as a widow.
Finding Carol Livingstone during this stressful time has been of huge comfort to me because Carol is a smart, attentive yet totally sympathetic professional.
Completing all the necessary procedures has been made easy for me by Carol, whose guidance is expert and compassionate.

Margaret, Eastern Beach

We would just like to say on behalf of our family, thanks for the services you provided for our mother’s estate and the very professional manner in which everything was conducted

Pat & Greg

OUR EXPERTISE

PROPERTY

LAW

LAND COMPENSATION

SCHEME FOR PUBLIC

WORK PROJECTS

RELATIONSHIP

PROPERTY

EMPLOYMENT

LAW

ESTATE PLANNING,

TRUSTS & WEALTH

MANAGEMENT

TAX LAW

BUSINESS

HIGH NET WORTH

INDIVIDUALS

COURT

WORK