Asset Trust Management NZ
Tailored Strategies for Asset Trust Management and Growth
Securing your financial future requires knowledgeable and experienced management of your assets. At Earnslaw Goodlight, we are dedicated to providing top-quality asset trust management services in New Zealand. Our team of trusted advisors has years of experience in managing trusts and delivering optimised results for our clients.
Trusts are a popular form of asset ownership in New Zealand, especially when it comes to estate planning and wealth preservation. It is a legal arrangement where a trustee holds assets to benefit one or more beneficiaries. Trusts can hold various types of assets, including property, investments, and personal possessions.
Types of Trust Services
Earnslaw Goodlight does not provide Trust Management Service, but can talk in broad terms about whether a Trust is right for you and your assets. Then, if you would like to know further information including formal establishement, you should talk to your Accountant and Solicitor.
Family Trusts
Also known as discretionary trusts, family trusts are commonly used for estate planning and protecting family assets. Earnslaw Goodlight specialises in creating family trusts tailored to your family’s financial situation. Not only that, we also make sure that your company assets are protected and distributed as per your wishes.
Single Trust
A single trust is a type of trust in which one person acts as both the trustee and beneficiary. It is commonly used for managing personal assets such as investments or property. Our team can provide expert guidance on setting up and managing a single trust to achieve your financial goals.
NextGen Trusts (Inheritance)
NextGen or inheritance trusts are set up to provide financial support for future generations. These trusts can be complex and require careful planning to ensure the assets are managed and distributed according to your wishes. Our experienced team at Earnslaw Goodlight can help you establish and manage a NextGen trust that provides long-term security for your loved ones.
Business Trust
A business trust is a type of trust used to hold and manage business assets. It can effectively separate personal and business assets, protect assets from potential risks, and facilitate share ownership for multiple shareholders. At Earnslaw Goodlight, we have extensive experience in managing business trusts and providing strategic business advice to maximize profitability.
Charitable Trusts
Charitable trusts are set up to donate to charitable causes and organizations. These trusts can provide tax benefits and help individuals or businesses give back to their communities. Our team has a deep understanding of charitable trusts and can assist with setting up, managing, and distributing funds to your chosen charities.
How To Manage Risk in Asset Trust Management?
Risk management strategies include:
- Diversification – Spreading investments across various asset classes to mitigate risk.
- Regular Monitoring – Continuously assessing the portfolio’s risk exposure.
- Rebalancing – Adjusting the portfolio to maintain desired asset allocation.
- Hedging Strategies – Using financial instruments to offset potential losses.
- Compliance Monitoring – Ensuring adherence to legal and regulatory requirements to avoid penalties and legal issues.
- Contingency Planning – Developing plans for unforeseen events, such as economic downturns or changes in beneficiary circumstances.
- Insurance Coverage – Obtaining appropriate insurance policies to protect against specific risks (e.g., liability, property loss).
How Earnslaw Goodlight Helps You With Asset Management?
Personalized Management
Our dedicated advisors collaborate with clients to understand their financial goals, family situations, and long-term objectives. We offer tailored management solutions, ensuring all aspects of the trust align with the client's intentions. From setting trust terms to regular reviews and adjustments, we build a strong partnership with our clients, keeping them informed and confident in managing their assets.
Regulatory
Compliance
Earnslaw Goodlight team makes sure that all trust structures comply with the latest regulatory requirements, safeguarding the trust against legal pitfalls. We provide comprehensive legal guidance throughout the lifecycle of the trust, addressing any changes in legislation or personal circumstances that may affect the trust's operation.v
Investment Management
Asset management is a crucial aspect of trusts, as the trustee is responsible for managing and growing the assets held in the trust. At Earnslaw Goodlight, our dedicated team of investment professionals manages trust assets according to the client's risk appetite and long-term goals. We provide regular performance reports and can adjust strategies to optimise returns.
Regular Reviews & Adjustments
We understand that life circumstances can change, and with that, the objectives of a trust may also evolve. Our team at Earnslaw Goodlight conducts regular reviews to ensure the trust structure remains aligned with your current needs. We are available to provide guidance and make necessary adjustments to help you achieve your financial goals.
