Comprehensive Planning · Multi-Generational Wealth · Secure Stewardship
Trustsure Family Office provides high-net-worth families in New Zealand with integrated wealth structuring and management services.
Rooted in independence, professionalism, and prudence, we help families navigate the complexities of multi-generational succession, asset protection, tax planning, and investment management, ensuring that your family wealth remains stable, resilient, and enduring in a global environment.
✅ Family Trust & Structure Planning
Family trust establishment and structural design
Trustee company structuring
Coordination across family entities (companies, LPs, overseas structures)
Trust review, compliance, and long-term administration
✅ Tax Planning & Financial Secretary
Tax optimization strategies for families and businesses
Tax assessment for asset holding structures
Annual tax planning and reminders
Financial secretary services (document management, legal coordination, audit support)
✅ Investment Strategy & Asset Allocation Coordination
Investment structuring (trusts, companies, partnerships)
Domestic and international asset allocation coordination
Real estate investment structuring and financing planning
Coordination with third-party fund managers and brokers
✅ Family Governance & Succession
Family charter and value clarification
Organization and record of family meetings
Inheritance planning and intergenerational transfer strategies
Next-generation financial literacy and wealth education programs
✅ Overseas Development & Cross-Border Coordination
Asset coordination for overseas family members
NZ-China cross-border asset and tax management
Support for overseas trusts, companies, and bank accounts
Advisory for international property and investment structuring
Professional Core Team
Multi-disciplinary experts in trust structuring, tax planning, corporate governance, and real estate investment deliver end-to-end solutions.
Privacy & Independence
Fully independent from financial institutions; we do not sell products and act solely in the best interest of our clients.
Long-Term Partnership
As your family’s long-term partner, Trustsure MFO designs strategies and structures with 10+ year horizons, supporting every generation’s growth and succession.
Bilingual Expertise (English / Chinese)
Deep understanding of Chinese families in New Zealand, including family structures, business models, and cross-border financial characteristics, providing culturally and linguistically tailored services.
Trustsure Family Office is well-suited for:
High-net-worth families
Families with established or planned family trusts
Complex corporate structures or cross-border asset allocation needs
Families seeking next-generation education, governance, and intergenerational wealth planning
Clients who want a professional team to manage long-term family affairs and wealth architecture
Take the first step in securing your family’s wealth and legacy.
Contact Trustsure today for a confidential consultation and discover how we can tailor a strategy that protects, grows, and transfers your assets seamlessly across generations.
TrustSure 家族办公室顾问服务
Trustsure 家族办公室顾问服务为新西兰高净值家庭提供一站式的财富架构与管理服务。
我们以独立、专业、审慎为核心原则,协助家庭应对跨代传承、资产保护、税务统筹及投资管理中的复杂挑战,确保您的家族财富在国际化环境中保持稳定与延续性。
家庭信托设立与结构设计
受托人公司架构规划
跨家庭实体(公司、LP、海外结构)之间的协调
信托审阅、合规与长期维护
家庭及企业税务优化策略
资产持有结构的税务评估
税务年度计划与提醒
财务秘书服务(文件管理、法务文件协调、审计配合)
投资架构设计(信托、公司、合伙结构)
海内外资产配置协调
房地产投资架构搭建、融资统筹
第三方基金经理与经纪人的协调管理
家族宪章(Family Charter)与价值观梳理
家族会议组织与记录
继承规划与世代交接策略
教育下一代的财务与资产认知(Next-Gen Program)
海外家族成员资产统筹
中新跨境资产与税务协调
海外信托、公司与银行账户的管理支持
海外置业与投资的架构咨询
已设立或计划设立家族信托(Family Trust)
有复杂企业架构或跨境资产配置需求
希望规划子女教育、跨代传承与家族治理
希望由专业团队长期协助管理家族事务与资产架构
结合信托架构、税务统筹、企业管理与房地产投资的多领域专家,为你提供全方位解决方案。
我们保持独立于任何金融机构,不销售产品,只为客户利益而行动。
作为您家族的长期合伙人,Trustsure Family Office Advisory 以十年+为单位规划架构与策略,陪伴客户成长与传承。
深刻理解华人在新西兰的家庭结构、商业模式与跨境资金特征,提供文化与沟通全面适配的服务。
立即迈出守护家族财富与传承的第一步。
联系我们,进行保密咨询,了解如何通过量身定制的方案,实现家族资产的稳健增长与跨代延续。