Asset Planning

Protecting and securing your future

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We partner with our clients to ensure the assets they have worked hard to obtain are protected.

Having an appropriate entity structure for your assets can make all the difference—your assets may be owned personally, in a trust, a company, or in a shared arrangement, depending on your circumstances. In conjunction with your accountant, our lawyers give sound and practical advice on how to structure your assets for optimal return and security.

Maintenance and management of your trust or other entity is vitally important. A mismanaged or neglected trust can be vulnerable to creditors or claimants, but with North Harbour Law, your trust is in safe hands. Our team manages trusts on behalf of clients to ensure administrative matters are kept up-to-date. We also advise on and document the gifting of assets into your trust.

Ensuring you have a will that is up-to-date with your current circumstances means you can have peace of mind that your loved ones will be taken care of after you are gone. Our high level of experience in this area means we are adept at foreseeing potential issues so you and your relatives can avoid any problems.

Our estate planning and administration team is also well known and respected, having served generations of local families.

If you would like an indication of what the fees will be on this service, please contact us.

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As a general practice law firm, we are well positioned to help with any legal matter you may be dealing with. We have experts in a wide variety of legal specialties, including elder law, commercial and company law, residential conveyancing and subdivisions, wills and estates, asset planning, relationship property, employment law and notarial services.