our trustee experience
your piece of mind

Our philosophy’s simple — to make your job easier as a trustee.

With proposals announced to change New Zealand’s trust law, it’s essential trustees are running their trusts properly.

How do trustees know if they might have a problem?  Where are the risks and how can you reduce them?  What do trustees need to be thinking about?  What’s good trustee practice look like?

We can can answer these questions for you.

Good trustees need to be organised.  Let’s check you’re properly set up and on track. 

 

“We’ve used Lindsay’s services for close to 10 years and if need be, we can demonstrate to our beneficiaries that we have proper process and support in place.  As a trustee I feel better organised and have peace of mind knowing I’m doing everything possible to benefit the beneficiaries.  I can highly recommend Lindsay for his very considered and well organised processes.”  D Walker, Auckland 2013

 

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21 trust experts share their best strategies to help trustees plan and manage their trusts.

PLUS: Quarterly we’ll email “Prudent Practice” with tips, insights & news for trustees.