Lindsay Pope helps improve the delivery of trustee and legacy related, advisory services.
With New Zealand’s trust law about to change, trustees and advisers need to be on top of their game.
What do you need to be thinking about as a trustee or adviser? How do you know if you have a problem? What’s best practice look like? How do you reset expectations, or tell someone that things need to change?
Trustees, advisers and professional firms are having to respond to a wider range of relational and technical challenges in trust and estate planning work. What sort of response is required? Where do you get the independent help you need?
Lindsay mentors, speaks and trains trustees on ways to improve practices, strengthen decision making and build productive relationships with beneficiaries.
He consults to professional advisory firms on how to unlock commercial value, reduce risk and improve the delivery of trustee and legacy related services to private clients.
“We’ve used Lindsay’s services for over 10 years and if need be, can demonstrate to our beneficiaries that we have proper process and support in place. As a trustee, I feel better organised and have piece 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
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