Expertise

Private Wealth

Overview
Intelligent structure and strategy to protect your net worth now and in the future

Hesketh Henry has a specialist Private Wealth team for estate planning, wealth management and relationship property issues. The services we offer for protecting personal wealth are relevant to individuals, families and business owners.

Our Private Wealth team is dedicated solely to legal advice and services connected to protecting and growing private wealth. The breadth of the team and their level of specialisation makes them fast and efficient, especially when it comes to legal planning for complex family trust and succession arrangements.

You can trust your Hesketh Henry Private Wealth lawyer to quickly understand your current situation and help you formulate your short, medium and long-term goals. These will help to shape an action plan that looks after your best interests and provides an enduring solution for your family.

Our Private Wealth team can be engaged to assist with estate planning, forming, restructuring and administering any type of trust, enduring powers of attorney; insurance advice; succession planning and wills and contracts related to the Property (Relationships) Act 1976. We are also experienced in obtaining probate and letters of administration in New Zealand and for international wills relating to New Zealand assets.

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Examples

Examples of work completed by our team include:

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Insights & Opinion / Private Wealth

Business Succession Planning – Shareholder Agreements What have you and your co-investors agreed?
A successful exit from a business can be, and often is, affected by the steps you take when setting up the business. Although there are various business structures that can be used in New Zealand, by ...
06.11.2025 Posted in Corporate & Commercial & Private Wealth
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The America’s Cup Partnership and the Deed Of Gift: Navigating Legal Tensions
The newly released protocol (Protocol) for the 38th America’s Cup (AC38) marks another chapter in the evolution of the world’s oldest international sporting trophy.  While the Protocol introduces...
26.08.2025 Posted in Disputes & Private Wealth & Trade and Transport
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Re-Registration Deadline Approaching for Incorporated Societies — Is It Time to Rethink Your Structure?
Under the Incorporated Societies Act 2022 (2022 Act), all incorporated societies must re-register by 5 April 2026. While that deadline may appear some time away, the steps involved, including updating...
11.08.2025 Posted in Private Wealth
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Family Ties: Intra-Family Succession and Exit Planning
As the second instalment in a series of articles looking at the generational wealth transition and its impacts on business succession in New Zealand, Ben Hickson (partner, Corporate & Commercial...
16.06.2025 Posted in Corporate & Commercial & Private Wealth
Navigating Settlor Intentions in Trust Restructures – Legler v Formannoij [2024] NZSC 173
In Legler v Formannoij the surviving widow Marina Formannoij, was forced to navigate the complexities of two trusts that were part of her late husband Ricco Legler’s estate plan: the Kaahu Trust (wh...
08.05.2025 Posted in Private Wealth
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Passing the Torch: Priming your Family Business for a Succession
As the first in a series of articles looking at the generational wealth transition and its impacts on business succession in New Zealand, Ben Hickson (partner, Corporate & Commercial) and John Kir...
07.04.2025 Posted in Corporate & Commercial & Private Wealth
Deciding to Wind Up? Observations on winding-up a trust from a recent High Court case
A trust can be a hassle and expensive to maintain.  So, it is not unusual for clients to reflect on whether a trust should be maintained. When settlors, Bert and Diana Queenin, decided to wind up the...
24.03.2025 Posted in Private Wealth
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