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: Philanthopy
Presenter: Juliet Moses, Partner, TPT Legal & Trustee, Auckland Foundation
In this session Juliet will discuss the current trends and options in philanthropic giving, with a particular focus on the growing popularity of community foundations.
Juliet Moses is a partner at TGT Legal, a boutique law firm that specialises in trusts and succession planning. She is a regular chair and presenter of seminars and author of articles on issues arising in those areas.
She regularly speaks at New Zealand Law Society and Law Association conferences, and at STEP (Society of Trust and Estate Practitioners) events, as well as being quoted in the media on such issues.
Juliet is the chair of the STEP education committee and a recipient of the STEP Founder’s Award for Outstanding Achievement. Among other community roles, she is a trustee of the Auckland Foundation, the community foundation of Auckland, Tāmaki Makaurau.
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.
