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Safeguarding your legacy beyond borders

Established in 2013, Southpac Trust New Zealand provides comprehensive estate planning and asset protection solutions designed to safeguard your wealth.

For over 40 years, we have been at the forefront of the offshore trust industry, helping our clients protect and grow their wealth.

New Zealand

A New Zealand foreign trust is a wealth planning tool favored for its protection against unforeseen circumstances.

Holding assets within a New Zealand foreign trust can preserve intergenerational wealth, ensuring continuity of ownership even after the settlor’s death. New Zealand foreign trusts can be used to support vulnerable family members, offering high levels of security and care, and can also allow settlors to avoid forced heirship rules in their home country, granting them the freedom to dispose of their assets according to their own wishes.

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    Publications

    Asset Protection
    June 26, 2024

    Tactics for Protecting Real Estate

    Challenges of Protecting Real Estate Real estate presents a significant challenge in asset protection because it cannot be easily relocated or hidden. Unlike liquid assets or movable property, which can…
    Asset ProtectionLegal & Compliance
    June 25, 2024

    Take Advantage of Elevated Estate and Gift Tax Exemptions Before They Sunset in 2025

    The current estate and gift tax exemption presents a unique opportunity for high-net-worth individuals and families to strategically plan their estates and reduce future tax liabilities. With the exemption set…
    Legal & Compliance
    May 29, 2024

    Is My Offshore Corporate Trustee Required to Report Under the Corporate Transparency Act?

    The Corporate Transparency Act (‘CTA’), effective January 1, 2024, aims to combat illicit activities such as money laundering, terrorism financing, and other financial crimes by increasing transparency in corporate ownership.…
    ArticlesBanking & Investment
    May 28, 2024

    Building The AI Superhighway

    A lot has been made of the growing concentration in the S&P 500, most notably through the rise of the “Magnificent 7.” Technology companies have grown over the last decade…
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    Level 1/399
    Cameron Road,
    Tauranga 3110
    New Zealand