The Covisory Trust Services team has a broad knowledge of trust law issues, and a detailed understanding of the practical and commercial issues involving trusts and their implications to you personally and your businesses. We work seamlessly with your lawyers and other advisors to ensure the right vehicle is put into place.

Our services include:
  1. Independent Trustee Services

a. We will provide independent trustees services to a wide range of New Zealand domestic trusts.

i. Full administration services to ensure the decisions of the trustees, and other parties to the trust, are:

1. Properly documented;
2. Record keeping is up-to-date;
3. Accurate and timely reporting is maintained and communicated to all parties to the trust.

b. Act as a Court Appointed Trustee

c. Have an independent Trustee Company for New Zealand Domestic Trusts (Covisory Trust Limited) which can act as a trustee of a Trust.

2. Trust Formation

a. We provide full formation services for New Zealand trusts. Includes:

i. Initial client meetings
ii. Drafting of all trust documentation based on the instruction of the client

3. Formation of New Zealand Limited Partnerships (NZLP) and Look Through Companies (LTC).

a. We provide full formation and administration services for both NZLP and LTCs including acting as a New Zealand resident General Partner or Director.

4. Independent Advice

a. Full Review of Trust Structures due to changes to family dynamics or law changes.

i. Including advice and recommendations on what steps to take on a go forward basis.

ii. Asset Planning & Wealth Protection

Covisory Trust Services would welcome your enquiries, talk to us about trust structures and services and how we can help you.