About Trustees executors limited
Trustees Executors Limited: Your Trusted Partner for Financial Advisory, Family & Estate Planning, and Corporate Trustee Services in Auckland
Trustees Executors Limited is a leading financial services provider in New Zealand that offers a comprehensive range of financial advisory, family & estate planning, and corporate trustee services to individuals, families, businesses, and institutions. Established in 1881 as New Zealand's first trustee company, Trustees Executors has been serving its clients with integrity and professionalism for over 140 years.
At Trustees Executors Limited, we understand that every client has unique needs and goals when it comes to managing their wealth. That's why we offer tailored solutions that are designed to meet the specific requirements of each client. Whether you need help with investment management, retirement planning, tax planning or estate administration - our team of experienced professionals is here to assist you every step of the way.
Our Financial Advisory Services
We provide a full range of financial advisory services that are designed to help our clients achieve their long-term financial goals. Our team of expert advisors will work closely with you to develop a customized investment strategy that aligns with your risk tolerance level and investment objectives. We offer a wide range of investment options including equities, fixed income securities (bonds), mutual funds/managed funds (unit trusts), exchange-traded funds (ETFs), alternative investments such as private equity or hedge funds.
Our Family & Estate Planning Services
We understand how important it is for families to plan for the future. That's why we offer comprehensive family & estate planning services that are designed to protect your assets and ensure they are distributed according to your wishes after you pass away. Our team can assist you with drafting wills/trusts; setting up family trusts; establishing powers-of-attorney; creating charitable foundations; providing advice on gifting strategies etc.
Our Corporate Trustee Services
As one of New Zealand's leading corporate trusteeship providers since 1881, we have extensive experience in managing trusts and estates for businesses, institutions, and individuals. Our corporate trustee services include acting as a trustee for employee benefit plans (such as superannuation schemes), managing charitable trusts/foundations, providing independent director services to companies etc.
Why Choose Trustees Executors Limited?
At Trustees Executors Limited, we are committed to providing our clients with the highest level of service and expertise. We pride ourselves on our reputation for integrity, professionalism, and innovation. Our team of experienced professionals is dedicated to helping you achieve your financial goals by providing personalized solutions that are tailored to your unique needs.
We understand that trust is essential when it comes to managing your wealth. That's why we take our fiduciary responsibilities seriously and always act in the best interests of our clients. We also believe in transparency and accountability - which means that we will always keep you informed about the performance of your investments or trusts.
Contact Us Today
If you're looking for a trusted partner who can help you manage your wealth effectively - look no further than Trustees Executors Limited. Contact us today to schedule a consultation with one of our experienced advisors or trustees!