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Private Client and Trusts

Tompkins Wake has built a solid reputation as trusted advisors to our private clients for nearly 100 years, working with generations of New Zealand families to protect and grow the things most important to them. 

By establishing a thorough understanding of our client’s objectives and needs, we provide the personalised support, advice and guidance our clients require.

Our Private Client and Trust experts are skilled at developing the right structures, tailoring our approach to guide and advise our clients on asset-structuring, trust establishment and reorganisation, asset and business planning, and complex family and succession matters.

We understand the challenges of managing family owned enterprises and assets and work to act responsively with discretion and care to ensure our client’s goals and outcomes are achieved.

Our Private Client and Trust experts are skilled at developing structures to facilitate intergenerational transition of assets using trust and company structures. 

We work closely across Tompkins Wake and our wider network to ensure tax and financing advice and support are available for our Private Clients when they need it.

Areas of expertise:

  • Asset Planning
  • Charities and Incorporated Societies
  • Elder Law
  • Estate Management and Administration
  • Enduring Powers of Attorney
  • Refinancing
  • Retirement Village - Applications/Settlements
  • Succession Planning
  • Trust Administration
  • Wills and Estate Planning
  • Asset Restructuring
  • Relationship Property Agreements
  • Family Office

Private Client and Trusts team

Andrew Orme

Partner

Campbell Stewart

Partner

Peter Duncan

Partner

Peter Fanning

Partner

Gemma Bodle

Associate

Tomasina Antunovich

Associate

Kamelia Purwo

Senior Solicitor

Alex Shdidi

Solicitor

Emily Peacocke

Senior Solicitor

Denise Masters

Registered Legal Executive

Jo Lofroth

Registered Legal Executive

Jude Allwood

Registered Legal Executive

Knowledge and insights

Tompkins Wake strengthens Rotorua team

Thursday 2 August, 2018

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Trusts, Gifting and the Rest Home Subsidy

Thursday 23 November, 2017

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Tompkins Wake appoints new Partner

Thursday 1 June, 2017

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