Building wealth is one skillset. Preserving it requires another.
Researched Informed. Tailored and Personal
We are researchers at heart. But appreciate that advice does not come in one size. We build bespoke asset protection strategies to align with your values, culture and traditions.
We Think Global
Our advice takes a global approach. We are agnostic and look at jurisdictions from around the world on how to best protect your assets. And while we are based in New Zealand, we have worked with clients or their advisers from around the world.
Risk Is Not the Problem - Not Understanding the Risk Is the Issue
The original wealth creator is any established family typically possessed exceptional entrepreneurial talent and a remarkable ability to capitalise on opportunities, skillfully leveraging their external environment to their advantage. This rare combination of talent and opportunism emerges infrequently, but then it does, it significantly accelerates the wealth creation process for both the individual and their family. Once wealth is established, sustaining it across generations requires a different set of skills. Successive generations must not only demonstrate the ability to incrementally build upon the foundation laid by the original creator but also master the art of preserving and safeguarding the wealth for the future.
Protect Your Assets From Internal and External Risks
We think about asset protection and risk holistically. Some potential risks are easily identifiable and can be dealt with in advance; whereas others are predictably unpredictable. We can help identify potential risks to your wealth; strategically plan; act upon in a timely manner.
“Vibha is one of the few, rare New Zealand lawyers, who has international knowledge and experience that is so important for high-net-worth clients who are need of personalised advice on trusts, asset protection, estate, wealth and legacy succession planning and family offices. Vibha is one of the international lawyers, whose knowledge and experience I highly respect and value.”
