Trustees Executors Private Wealth provides a one team approach, a total wealth management service where you can get everything sorted in one place.
Trustees Executors Private Wealth provides a one team approach, a total wealth management service where you can get everything sorted in one place.
Find out how Trustees Executors can help you, whether you are looking for funding from one of the charitable trusts we administer, or are looking to establish a legacy of your own.
We all want a secure financial future for ourselves and those we care about and where you turn for advice is one of the most important decisions you’ll make. Trustees Executors Private Wealth provides a one team approach, a total wealth management service where you can get everything sorted in one place.
Knowing you have taken the right steps to ensure your loved ones are cared for after you're gone is what estate planning is all about.
Talk with one of our Private Wealth experts who will work alongside you to help you make the most of our services.
There are many ways to grow and protect your wealth, and our skill is to help you understand your choices and create and implement a personal wealth strategy to suit your needs. It all starts with a plan.
We are uniquely placed in the market as the only provider of fund administration, corporate trustee and wealth services in New Zealand.
We are uniquely placed in the market as the only provider of fund administration, corporate trustee and wealth services in New Zealand.
We are uniquely placed in the market as the only provider of fund administration, corporate trustee and wealth services in New Zealand.
Expertise you need, service you deserve. As your trusted and independent licensed supervisor, we deliver our regulatory leadership through collaborative partnerships that protect the interests of your investors.
For more than 25-years we have been leading providers of custody, investment accounting and unit pricing services to the managed fund industry.
For more than 25-years we have been leading providers of custody, investment accounting and unit pricing services to the managed fund industry.
Dec 18, 2020
As time passes, families have a tendency to spread out, pursuing careers or education and starting their own families. Because of that, it’s rare to be able to get everyone together at the same time and place. For many of us, the holidays are the only time that we can count on to see one another.
Christmas get-togethers are meant to celebrate and enjoy time with our families. However, that also makes it an important opportunity to have a serious discussion about the future and about putting some plans in place to protect yourself and those you care about in the event of your incapacitation or death. While it might not be the most pleasant topic for discussion around the BBQ this Boxing Day, a clear and updated estate plan may well be the greatest gift you can offer your family.
Review your Will
Life can change quickly, and keeping our estate planning in line with our current circumstances is often more than we can achieve in the moment. That’s why it’s important to periodically review and update your will. Before you can do that, though, you need to consider what changes to make. Ask yourself if any of the following have happened recently and if so, your will needs to be updated.
Put Enduring Powers of Attorney (EPAs) in Place
If you become ill or have a serious accident, EPAs will allow your loved ones to make medical and financial decisions on your behalf. Critically, this also allows them to access bank accounts, manage investments, pay bills, and deal with utility companies on your behalf. These are issues that can cause time-intensive and expensive delays for families, often requiring them to apply to Family Court before they can begin to manage your affairs.
Because of this, it’s important to appoint people you trust and to ensure that you haven’t changed your mind regarding your current attorneys – for example after a divorce.
Review your Investment Strategy
2020 has been a difficult year, and many of us may have worried during the market volatility in February and March when equity markets continued to decline in reaction to the global spread of COVID-19. Despite that, you may not have had the time to review and revise your investment strategy to make sure it matches what you want your money to do for you and your family.
As the COVID-19 pandemic is likely to continue to impact the economy both at home and on a global scale for the foreseeable future, it’s a good idea to take some time during the holidays to review your investments, revisit your strategy, talk about your goals with your family and friends and put some plans in place for the new year.
Planning is the key to success and our experienced Private Wealth team can help you plan, build and protect your wealth. Make it a New Year’s resolution to take action!
Trustees Executors Limited was established in 1881 and is New Zealand’s first Trustee Company.
We provide a full range of financial and trust solutions to individuals, families and the corporate sector, including estate planning, trustee and investment advisory services.
We are a Licensed Financial Markets Supervisor and a leading provider of specialist Corporate Trustee and back-office fund administration services to some of New Zealand’s largest financial institutions, banks and fund managers.
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