making estate, trust and legacy planning
more purposeful

Being a trustee or adviser can be tough at times.

For trustees, the duties and obligations are onerous.  For advisers, it’s becoming harder to serve the full range of private clients needs on your own.

Who’s championing your best interests in the professional trustee or adviser role?  

Lindsay Pope helps trustees, advisers and private clients transition from where they are, to where they need to be.

Consulting services include:

  1. Trustee & beneficiary best practice
  2. Unlocking commercial value in professional trust services
  3. Resetting private client expectations in advisory services
  4. Independent health checks for trustees and private clients
  5. Maximising value delivered and received from your private client base
  6. Private trustee and beneficiary mentoring
  7. Training
    • Trustee Fundamentals
    • Professional trusteeship as a 2nd Area of Expertise
  8. Workshops
    • Optimising Professional Trust Services
    • Purposeful Planning for Private Clients

If you need to take stock, forward plan, improve your contribution, lower risk or unlock client and commercial value, contact Lindsay to review your situation.

Lindsay has provided us with a mechanism to proactively meet with clients to discuss their trusts and forward plans.  Our clients have seen real value in the issues raised.  I highly recommend Lindsay’s services.  

Hugh Bowden, Chartered Accountant, Auckland

Lindsay’s process has given our firm a platform to have meaningful discussions with clients about their affairs, the impact of the new trust legislation, and their succession plans in general.  I’ve seen the real benefits clients receive by identifying and addressing potential deficiencies in a methodical way.   

Denis Hames, Partner, Crowe Horwath


Recent presentations

A framework for good trustee practice – Independent Trustee Alliance webinar

Framing conversations to reset professional trust services - CCH Learning webinar

Reviewing and repositioning professional trust services - CCH Learning webinar

Professional Trustee Best Practice - CCH Learning Webinar

Trust Administrator Best Practice - CCH Learning Webinar

Understanding the New Trusts Act – Institute of Financial Advisers Webinar

Enhancing Trustee & Beneficiary Relationships – CCH Learning Webinar

Optimising Professional Trust Services – CCH Learning Webinar

Estate Planning Observations & Trends - Estate & Taxation Planning Council NZ

The Challenging & Changing World for Trustees – TEO Training Ltd national roadshow

Strategies for Trustee Success - Trustworks seminar series

Optimising Professional Trust Services - CCH Learning Webinar

Professional Trustee Due Diligence – Chartered Accountants Trust Special Interest Group

Reducing Trustee Risk Through Good Trust Practice - CCH Learning Webinar

Managing Investment Decisions as a Professional Trustee - CCH Learning Webinar

Optimising Professional Trust Services - CCH Learning Webinar

Estate Management – Society of Trust & Estate Practitioners (STEP)

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