Family Trusts

What is a Family Trust?

A Family Trust is a legal way to hold and protect some or all of your assets, for you and your family, now and in the future.

You can put any type of asset into your Family Trust, including your home. This doesn't mean you'll have to move or that you'll lose your home in the future.

What are the benefits of a Family Trust?

Having a Family Trust can give you some confidence that there will be assets left to those who are important to you. It can also help protect your family assets in the event of a relationship breakdown or business problems.

Who should have a Family Trust?

Whether a Family Trust is right for you depends on your personal situation. You might want to safeguard your assets, avoid claims on your estate or provide for children and grandchildren.

Whatever your circumstances, we can provide you with all the information you need to make a decision.

How does a Family Trust work?

When you set up a Family Trust, you decide how it will work and detail this in a Trust Deed. You will also decide whether to ‘gift’ or ‘sell’ your assets to the Trust, this will depend on your personal circumstances and reasons for establishing the trust.

You’ll need to select Trustees, who make sure the Trust operates as set out in the Trust Deed - you can appoint yourself as a Trustee to have a say in guiding the Trust. Finally, you will decide who will benefit from the Trust; this might include yourself, your family or a charity.

Why set up your Family Trust with us?

Setting up a Trust requires sound advice and legal expertise. We manage approximately 4,000 Family Trusts each year and are New Zealand’s most experienced trustee organisation.

We make things easy for you and can provide independent specialist trustee services for the life of your Family Trust.

We'll make sure that Trust documents are safe, accurate records are kept and that all tax and other legal requirements are met. We'll also keep you up to date on any law changes that could affect your Trust. 

How much does a Family Trust cost?

The cost of setting up a Family Trust depends on your wishes and assets. Once we have a better understanding of your situation, we’ll provide you with an estimate of what it will cost. To find out more, please see our Fees and Charges.

Talk to or meet with our experts

Whether you’re establishing a new Family Trust, reviewing an existing Family Trust or would just like to find out more, we are here to help. Speak to us now on 0800 371 471 or get in touch online to arrange an appointment.