Elevated Trust Management

Protecting your legacy with confidence

Managing a trust is an ongoing responsibility that requires careful oversight, governance, and compliance. Our Elevated Trust Management programme is designed to give trustees, families, and beneficiaries confidence that their trust is operating effectively, legally, and in line with settlor’s purposes.

Unlike ad-hoc trust support, Elevated Trust Management provides a structured, wrap-around service that combines governance oversight, practical administration, and strategic legal advice. It ensures your trust stays compliant with the New Zealand Trusts Act 2019 and other relevant legislation, while also keeping your structure fit-for-purpose as your circumstances evolve.

 

 

Our programme supports

  • Trust Establishment and Structuring – Ensuring your trust is properly established, legally compliant, and aligned with your personal and financial goals.
  • Asset Management and Compliance – Protecting trust assets, monitoring legal changes, and maintaining accurate records in collaboration with your accountant and investment adviser.
  • Trustee and Governance Support – Acting as an independent trustee or adviser, facilitating trustee meetings, and ensuring duties are met.
  • Succession Planning and Beneficiary Support – Preparing for smooth intergenerational wealth transfer, managing distributions, and supporting trustees through potential disputes.

Elevated Trusts Management


We offer four tailored service levels depending on the structure and needs of the trustees and trust – from essential compliance support through to a full family office style service for high-value or complex trusts. Each level provides a consistent baseline of compliance and administration, with flexibility to meet the needs of your trust.

With MoranLaw’s Elevated Trust Management programme, you can be assured your trust is in safe hands – today and for generations to come.

 

 

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