Trusts, Estates and Private Client

Asset Protection and Succession Planning to Ensure Your Most Valuable Assets are Protected

Protect your current and future wealth with K3. Our private client team specialise in creating robust structures to safeguard current and future private and commercial assets from risk. Establishing robust legal structures now ensures they produce the effects that you intended, simplifies management and safeguards you from potential liability in the future. We are experts in the interlocking areas of law required to make these structures effective and provide practical solutions to your unique circumstances. 

Our clients include high-net-worth individuals, overseas based persons investing in New Zealand, private clients seeking to protect family wealth, trustees and settlors and business owners.

We can advise on a full spectrum of asset protection matters, including:

  • Creating, managing, and changing trust structures
  • Creating wills and resolving estate disputes
  • Relationship property advice, agreements and resolving disputes
  • Complex family and succession matters
  • Enduring powers of attorney
  • Creating and maintaining multi-generational structures and resolving conflict
  • Trust dispute litigation
  • Creating, managing, and changing charitable trusts
  • Company arrangements 

If you need a will, click here to complete our brief 'Will Builder' questionnaire to get our team started.

Wondering where to start?

Helen Edwards

Director
Legal
Phone: 027 9443405
Email: Helen@k3.co.nz

Helen leads the Private Wealth team at K3 Legal, where she specialises in creating and managing robust trusts and wills to safeguard client wealth. With 23 years of post-qualification experience in both New Zealand and London, Helen brings a wealth of knowledge and keen commercial acumen to her role. Her extensive background allows her to craft effective and practical solutions for addressing client problems.

In addition to her work in private wealth, Helen is involved in private equity investing, capital raising, and business/share acquisitions and dispositions. Furthermore, she oversees much of the transactional lending work for Zagga, New Zealand’s pioneering peer-to-peer lender specializing in secured lending.

Meet the legal experts

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