HIGH
NET WORTH
INDIVIDUALS

HIGH NET WORTH INDIVIDUALS

High net worth individuals with valuable portfolios face complex and wide-ranging issues when deciding how best to manage their assets and structure their affairs. Whereas financial advisors provide investment advice with the end goal of asset growth in mind, lawyers are typically responsible for providing advice on structuring and strategy in order to protect those assets from risk and loss.

Such individuals require sophisticated legal advice which straddles between commercial, asset protection, tax and regulatory fields in order to ensure each investment decision has been considered thoroughly through each of these lenses in a holistic approach.

Our compliance and advisory services cover a wide range of issues, including:

• Tax efficient investment planning
• Asset protection and choosing between asset-holding vehicles
• Relocation and restructuring
• Residence change (and related tax implications)
• Real estate acquisitions
• Retirement and succession planning

As a high net worth client, you will be working directly with our firm’s expert, Sam Khalesi. Over the years, Sam has accumulated an abundance of experience and knowledge in this area of law from his time at multiple leading law firms and top 4 accounting firms both in New Zealand and the UK. As a trusted advisor, Sam has represented private clients with a net worth ranging upwards of $15 million.

At GML Lawyers, we strive to give our clients straight-forward, no nonsense personalised advice. If you are seeking practical, tailored advice stemming from a holistic approach, get in touch with our law office based in East Auckland today.

Individuals with $6 million (or over) in assets should enquire.