Wealth services

New Zealand is now at a turning point. Our tech sector has birthed several substantial new wealthy and our economy is beginning to show signs of dynamism. But it won’t last unless wealth is retained, succession planned and the attitude to wealth matures.

Wealth is understood differently by both the wealthy, and those who aspire to have it.

The process by which wealth is created, also differs depending on what is considered
valuable to the seeker of wealth.

Once achieved, often not well defined in advance of the journey, new challenges emerge, and for many those challenges are more demanding emotionally than the journey to success itself.

Many advisors who offer support to those on the journey, have not travelled it themselves, and absent having travelled the journey personally or on a very intimate basis with those that have, the advice is theoretical and often hard to rationalise based on the unique position the wealthy find themselves in.

GS did not start its journey in 1985 with any real knowledge of the pain, trauma, and opportunity that wealth creates. It has however been privileged to support and enable the creation of wealth through property, innovation, technology and business enterprise creation of others.

Throughout our journey we have also had the opportunity to assist with what we call G1 and G2 transitions of wealth successfully.

As a consequence we now are blessed with a client base of enterprising intelligent, risk taking and physiologically aware clients who see us as their partners.  In many instances, we have actually partnered them, assisted and shared the rewards of doing so. Thus through sensible investment, effort, risk, governance, and time, have driven their wealth and our own.

What we offer in this sector covers connection, collaboration, perspective, strategy, governance and execution of governance, family back office, and opportunity origination and assessment:

Alignment:

  • Finding shared purpose and strategy
  • Assistance in finding your “why”
  • Family or wealth charters

Strategy:

  • The how to delivering your “why”
  • SIPOs (Statement of Investment and Performance Objectives)
  • Measurement tools and outcome strategies

Structure:

  • Family wealth structuring
  • Tax and trust structures

Investment:

  • Deal origination
  • Investment governance

Services:

  • Trust and trustee administration
  • Reporting on investment outcomes
  • Managing beneficiaries, benefits and other support as required
  • Governance support and mentoring
  • Succession planning

Others in our broader network offer physiological support for the trauma of succession and generational transition issues, funds management and legal support.

As a member of numerous global networks we also are able to execute international global investment effectively.

If you would like to talk to us, please fill in the enquiry from below,
or contact the team directly here.

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Download our free
wealth series book

Bruce Sheppard

Partner and investment expert.
Read Bruce’s profile.

Joshna Mistry

Partner and Value Added
Services Lead.
Read Joshna’s profile.

Humphrey Hart

Senior Analyist and
Entrepreneur
Read Humphrey’s profile.

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Richard Ashby (our tax specialist) provides advice, comments and updates on what’s been happening in the world of tax each week.