Trusts and Estates
Finding fresh capital requires strategic thinking and clear communication
Trust and Estate Services
Protecting your assets for the future
A well-managed trust can be an invaluable asset for both business and personal purposes. To ensure its long-term success, it is essential to lay the right foundations during set up and maintain it carefully over time.
At Moore Markhams, our trust administration services are designed primarily for the typical family trust, where the sole assets are likely to be passive assets such as the family home or leased land.
Our trust administration services
Our experienced trusts and estates team can assist with establishing your trust and provide ongoing administration services including:
- Preparing annual minutes of the trustees
- Preparing minutes authorising significant transactions
- Maintaining trust records
- Maintaining the trust register of assets and liabilities
Why choose Moore Markhams?
We provide clear, practical guidance to ensure your trust is set up and managed in compliance with legal requirements while meeting your specific objectives. Our advisers combine legal and financial understanding with a focus on protecting your assets and supporting the interests of your beneficiaries.
With offices across New Zealand and access to the Moore Global network, we can assist with both local and cross-border trust considerations.
