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 for international wills relating to New Zealand assets.

Need advice on Private Wealth?
Contact the expert team at Hesketh Henry.
Examples

Examples of work completed by our team include:

Key Contacts
Publications
Events

Insights & Opinion / Private Wealth

Family Hands Paper Dolls Wide BW
Variations of Trust: Court’s Position Confirmed
Last year we published an article titled Variations of Trust: Obtaining the Court’s Blessing on the High Court decision in Re Jury Family Trusts [2022] NZHC 568 (Re Jury). In Re Jury, the High C...
05.02.2024 Posted in Private Wealth
Will Wide BW
A well drafted will is a craft
The New Zealand do-it-yourself “DIY” attitude and way of life is not limited to home improvements, but sometimes also extends to wills.  Recently we had a DIY $5.99 fill in the blanks will acros...
07.11.2023 Posted in Private Wealth
property division concept
Supreme Court unanimously dismisses relationship property appeal. 
Last year we published an article titled The curious case of Sutton v Bell – How your de facto relationship status can impact your ability to restructure your property on the Court of Appeal decisio...
16.08.2023 Posted in Private Wealth & Property
Property (Relationships) Act 1976 – Room for Three?
In the landmark decision of Mead v Paul ,[1] a question was posed to the Supreme Court regarding whether the Property (Relationships) Act 1976 (Act) applies to triangular polyamorous relationships.  ...
18.07.2023 Posted in Disputes & Private Wealth & Property
Legler v Formannoij [2022] NZCA 607 – Self Dealing for an Improper Purpose?
In Legler v Formannoij [2022] NZCA 607, the children of a deceased father challenge their stepmother’s decision to appoint a corporate trustee, exclude the children and the family trust as beneficia...
09.06.2023 Posted in Private Wealth
Money Growth People Wide BW
Australia’s immigration announcement may have tax consequences for New Zealander’s living in Australia
In April, the Australian Government announced a direct pathway to citizenship for New Zealand citizens who live in Australia for four years or more and meet certain requirements.  While the announcem...
12.05.2023 Posted in Private Wealth
Seeing Green – Ethical investing for charities and trusts
In the wake of the recent catastrophic weather events here in New Zealand and the latest release of the alarming Intergovernmental Panel on Climate Change report, we consider a recent United Kingdom j...
11.04.2023 Posted in Climate Change & Private Wealth
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