Cross Border Estate Planning




We are experienced in advising clients who hold assets across multiple jurisdictions and those who reside overseas and require extensive estate planning.


We are a member of STEP (Society of Trust and Estate Practitioners) and have the ability to collaborate with a network of advisers from other jurisdictions to deliver seamless, comprehensive planning across multiple regions.


We can assist with:

  • Asset planning for individuals and families immigrating to or emigrating from New Zealand;
  • Structuring the ownership of New Zealand assets and investments for overseas-based clients; and
  • Developing estate plans for families with assets or interests in multiple jurisdictions.