Private client and trusts

Our Private Client and Trusts team combines asset-structuring expertise with a personalised and tailored approach to advise clients on trust establishment and reorganisation, asset and business planning, and complex family and succession matters.

Anderson Lloyd has a standalone private client team which focus’ on providing the best possible advice to its clients and we take pride in our role as trusted advisors and believe in building long-term personal relationships with our clients.

Our areas of expertise include:

Family and relationship property

We provide advice on relationship property agreements to ensure that you understand the way in which your property ownership is structured and that you have the best agreement to cover your needs.

Residential property

For many New Zealanders, their home is their most valuable asset, and buying or selling a home may be the most important legal transaction they ever undertake.

Anderson Lloyd has a highly experienced team that can expertly advise on all residential property matters, including: property matters, including the sale and purchase of residential property, and retirement village units and apartments.

Trusts

We provide advice on all aspects of trusts to ensure that your trust is structured and managed in a way which protects your assets and achieves your goals. This includes advice on asset planning including the establishment and administration of trusts, establishing and administering trusts, trustees’ duties, resettlement of trusts, asset planning and protection and succession planning.

Wills and estates

We have an expert team that assists with the full range of trust and estate planning work. Our expertise includes wills and estate planning, estates administration and we also provide advice on general and enduring powers of attorney.