Wealth services

New Zealand as a nation doesn’t typically respect wealth, nor does it celebrate the successes of wealth’s effective deployment. New Zealand’s wealth pool is both shallow and immature, thus we are dependent on government or foreign investment to tackle major projects. In most developed economies there is a pool of wealth controlled by wealthy families with maturity and scale to counterbalance foreign investment activity.

We represent a network of wealthy families. You are not and will not be alone.

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 form below, or contact the team directly.

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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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As a client Gilligan Sheppard you will have access to international networks and resources to enable optimal outcomes for your business / trust / transaction. xero logo It’s small business accounting software that’s simple, smart and occasionally magical. Log in online anytime, anywhere on your Mac, PC, tablet or phone to get a real-time view of your cash flow. 
As a client Gilligan Sheppard you will have access to international networks and resources to enable optimal outcomes for your business / trust / transaction. tax traders logo Tax Traders allows you to buy someone else’s tax to settle your account with Inland Revenue, as well as save on interest and late payment penalty charges.
As a client Gilligan Sheppard you will have access to international networks and resources to enable optimal outcomes for your business / trust / transaction. smart ar logo Astute cash flow management is essential for operating a small business.
As a client Gilligan Sheppard you will have access to international networks and resources to enable optimal outcomes for your business / trust / transaction. myob logo Trusted by 1.2 million businesses, myob is New Zealand’s largest accounting solutions provider. The platform is equipped to support the needs of New Zealand organisations.
As a client at Gilligan Sheppard you will access to international networks and resources to enable optimal outcomes for your business/trust/transaction.  accountancy insurance logo Tax Audit Insurance specifically designed for accountants in public practice. This provides cost effective protection and peace of mind against the substantial cost that may be incurred should IR or other government authorities conduct a random review, investigation or audit.
As a client Gilligan Sheppard you will have access to international networks and resources to enable optimal outcomes for your business / trust / transaction. cpa logo A CPA is a finance, accounting and business professional with a specific qualification. It indicates a soundness in depth, breadth and quality of accountancy knowledge and gives you competitive advantage over your peers.
As a client Gilligan Sheppard you will have access to international networks and resources to enable optimal outcomes for your business / trust / transaction. agn international logo AGN International is a worldwide asociation, composed of four regions, of independent accounting and advisory businesses.
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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.