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Yi Ping'sFinancial literacy and relationship property: a guide for Family Office children
Children in Family Office environments have the unique advantage of growing up with considerable financial resources at their disposal. However, with this privilege comes the responsibility of managing wealth wisely and understanding the legalities surrounding relationship property.
In many of the families we work with, financial management often falls into the hands of an individual. [...]
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Tax Changes Continue to Catch-Out Non-Residents
For many years, the New Zealand property market has been an attractive investment opportunity for foreign buyers, predominantly due to the fact that NZ does not have a capital gains tax regime. Consequently, a residential rental property, could be acquired by the non-resident, rented for a number of years, and sold for a gain upon […]
Five learnings from five years at GS
1) Appearances and decorum are not what create lasting, valuable relationships Checking emails twice for perfect grammar, having client letters sit in in-trays for partner reviews, indirect client communication, ensuring shirt and ties/suits for every client meeting – this is what I was used to in a previous life before GS. At GS, interviewed by […]
Standing up for the little guy…
Imagine this… [box] You own a successful business in a great location, and you have plans for the future, and/or you are a landlord with a building and/or land that you bought for the longer term for you and your family. [/box] Then out of the blue, the Public Works Act (PWA) is forced […]
It’s about personal responsibility
We are born naked and without any possessions or identity. But from the moment we fill our lungs with our first breath and scream our arrival into this world we begin accumulating. We accumulate, clothes, a car seat, Plunket book, toys, birth certificate, basinet, pram, high chair, more toys, bank account, NHI number, photos, a […]
Blowing our own trumpet
As the saying goes… [box] “If you don’t blow your own trumpet, you won’t hear any music!” [/box] Anyway I want to blow the trumpet loud and clear for our Gilligan Shepard team. We have just returned from a conference on Great Barrier Island. It was great!! Lots of learning, challenges and fun as […]
