Trust and Estate
Planning

It can take a lifetime to grow your wealth and only one event to wipe it out. Protect your assets for yourself and your family through a Trust. We can establish your Trust, act as a professional trustee and help you with all trust associated activities and compliance. Want to find out more – talk to us.

GROWING WEALTH IS ONE HALF OF THE GAME. THE SECOND HALF INVOLVES KEEPING IT.

It can take a lifetime to grow your wealth and only one event to wipe it out. Protect your assets for yourself and your family through a Trust. We can establish your Trust, act as a professional trustee and help you with all trust associated activities and compliance. We can even help you with your Estate Planning.

With over 99 years combined knowledge and experience on New Zealand Trusts, we are well placed to help you with your Trust and Estate Planning needs.

We adopt a holistic perspective, working with your Accountant and Lawyer, to ensure your assets are protected, your estate is distributed seamlessly and your tax obligations are managed in the most effective (legal) way.

Irrespective of whether you have a lot of wealth or are beginning to build your asset base, no one wants to lose what they’ve worked hard to achieve or create difficulties for those they leave behind.

Take steps today to protect to protect your wealth and look after your loved ones. Talk to us. We’re here to help.

 

Trust Services:

  • Assistance with Trust Formations
  • Act as Independent Trustee
  • Review of Existing Trusts
  • Assembling Trust Related Documents
    • Loan Agreements
    • Acknowledgments of Debt
    • Gifting
    • Trustee Resolutions
    • Corporate Resolutions
  • Holding Annual Trustee Meetings

 

Estate Planning Services:

  • Assembling Estate Planning Documents
    • Wills
    • Memoranda of Wishes
    • Letters To Survivors

1

ACCOUNTING AND TAX

The secret to smooth-running business and secure finances is accurate, tidy accounting and tax management. Whether your business goal is to grow, diversify, sell or something else, Greenlion specialise in getting you there.

2

GROWTH & ADVISORY SERVICES

Business can be tough, especially when you’re calling every shot alone. When you’re facing big decisions about your next steps, your market position or the next big opportunity, who do you turn to for confidential,objective advice? Simple — you talk to us.

3

SYSTEMS AND REPORTING

Good business is built on information. Having fast, easy access to what you need to know is crucial for making better decisions and improving your financial returns. But if your systems and reporting aren’t set up to provide the tools and insights you need, you’re flying blind.

4

PROJECT SUPPORT

When you’ve got a big project on the go, it can pull resources away from your day to day operations. But at the same time, you need to be giving it everything to ensure its success. That’s where Greenlion can step in and step up.

Greenlion are not your typical accountants.

We form deep relationships with our clients and provide support with all your financial dealings.