Trusts & Asset Planning

The recent financial crisis has highlighted the fact that all successful people need asset plans.  If a totally unexpected event happened to you or your business would you and your family survive financially? Having worked hard to create your wealth do you have appropriate structures in place to manage the transfer of that wealth from one generation to the next?

Gallaway Cook Allan’s trusts and asset planning team is renowned for providing practical and astute asset planning advice. Our experts combine asset-structuring expertise with a personal approach to advise clients on trust establishment, administration and reorganisation, asset and business planning and complex family and succession matters.

Gallaway Cook Allan acts for a number of generational farming families throughout Otago and the South Island. We also increasingly act for offshore clients who have interests in New Zealand as well as those hard working local business people who want to make sure their wealth is protected. 

Gallaway Cook Allan also acts for a number of prominent charitable organisations and can provide your not-for-profit with accurate and up to date advice.

Our trusts and asset planning team prides itself on its depth and breadth of knowledge in this area, its ability to build strong relationships with our clients and, in doing so, make sure we recommend structures that meet our clients' needs.