TRUSTS
AND ASSET PROTECTION
As businesses and families grow, clients often need expert help. We take time to get to know your individual situation and goals. Then we promptly provide the advice, documentation or service you need. Heaphy & Co act for and advise many clients in respect of family and charitable trusts. We regularly work with clients to create durable trust structures that protect personal assets from business and creditor risk and relationship property claims.
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Trust formation and ongoing annual administration
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Strategic asset management and restructuring for Asset Protection and creditor protection purposes
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Transferring property to a Trust
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Options for complex family scenarios
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Advice about making annual or super gifts to Trusts and what assets should be owned by the Trust, especially if asset protection is a priority
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IRD registration for Trusts
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Independent trustee company services
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Referral to key trusted advisors such as accountants or financial advisors
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Deeds of Delegation
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Leases for life or licenses to occupy
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General advice relating to trusts, beneficiary entitlements and trustee obligations