let’s raise the bar
on professional trustee practice!

Our philosophy’s simple — to promote good trustee practice & help people become better trustees. 

With proposals announced to change New Zealand’s trust law, professional trustees need to be on top of their game and have their trusts running properly.  To do nothing invites unnecessary risk.

Where’s the best place to start?  What’s good practice look like?  How do you tell co-trustee clients that things need to change?  It can be difficult deciding how best to respond to these challenges.

Lindsay Pope helps professional trustees improve performance.  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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