Join us for our next New Zealand Advisor Connect Meeting by registering below.
This is an opportunity for advisors and other professionals across multiple disciplines to learn from each other, understand each other’s expertise and build a network that is required as trusted advisors to the unique Family Business sector.
Topic: Family councils, businesses, trusts and the role of the independent professional corporate trustee.
This session will focus on how a properly managed corporate trustee can provide enhanced protection, decision-making with a proper purpose, avoid breaching self-benefit clauses, simplify transfer of assets, continuity, and risk mitigation —especially in complex family or business arrangements.
We will also discuss recent cases, potential challenges of trustee decisions under the Trusts Act 2019, the legal and practical implications advisors need to consider before appointing a professional corporate trustee or setting up a special purpose corporate trustee.
Presenter: Claudia Shan, Avancier Legal
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Claudia is a lawyer who specialises in succession planning and wealth preservation for families. Through her firm, Avancier Legal, she advises local and international clients on asset protection, trust structures, regulatory, cross-border arrangements, and international tax matters. She provides tailored solutions to safeguard financial and legal interests, working closely with individuals, entrepreneurs, families, and family offices to manage their trusts, companies, and global entities effectively. |
Note: This event is for Advisors only.
We look forward to seeing you there.
For those unable to attend in person, this event can be offered in a hybrid format. However, you must let us know upon registering if you wish to participate online.
Thank you to our Event Host:
Please contact the FBA Office on 0800 249 357 if you require assistance with your registration.
Click here to view the terms and conditions.
