Trusts & Asset Protection

Supporting families and businesses with trusts that secure assets, manage wealth, and provide confidence for the future.

At McCaw Lewis, we provide expert legal advice on trusts to help you protect assets, manage wealth, and plan for the future. Our team guides clients through every stage of establishing, administering, and restructuring trusts to ensure your objectives are met and your interests are safeguarded.

 

Why Use a Trust?

Trusts are a flexible and effective tool for:

  • Asset protection
  • Succession and estate planning
  • Managing family or business interests

Whether you are considering a family trust, charitable trust, or business trust, we provide tailored advice to suit your circumstances.

 

Comprehensive Trust Services

Our team can assist with:

  • Creating and structuring trusts to meet your goals
  • Reviewing, varying, or winding up trusts as circumstances change
  • Interpreting trust deeds and clarifying trustee duties
  • Ensuring compliance with the Trusts Act 2019
  • Ongoing administration, including record-keeping, distributions, and reporting

 

Trust Disputes & Resolution

We also provide expert support in trust disputes, including conflicts between trustees and beneficiaries. Our team can represent you in mediation or litigation when necessary, ensuring your rights and interests are protected.

 

Peace of Mind for Your Wealth and Legacy

At McCaw Lewis, we deliver clear, practical, and forward-thinking advice to help you achieve secure, compliant, and effective asset protection through trusts.

Contact our team today for guidance on trusts, succession planning, and long-term asset management.

 

Get in touch

Contact our Asset Planning Team

Our team are ready to help with your asset planning needs. Give us a call or enter your details in the form and we will contact you as soon as possible.

    Contact us

    HAMILTON OFFICE

    P. 07 838 2079

    E. reception@mccawlewis.co.nz

    Level 6, 586 Victoria Street
    Hamilton 3204
    New Zealand

    TE KŪITI OFFICE

    P. 07 878 8036

    E. reception@mccawlewis.co.nz

    36 Taupiri Street
    Te Kūiti 3910
    New Zealand