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Authors: Stephanie Ambler, Georgia Angus, Henry Brandts-Giesen, Jennie Hawker
Published: 26 March 2025
Pages: 89
Asset protection planning is about safeguarding wealth from risk. This is achieved through a three step process:
a. Risk assessment: identifying, defining, and assessing the risk.
b. Asset protection planning: designing and implementing proportionate countermeasures to manage the risk.
c. Ongoing monitoring: monitoring and, if necessary, adjusting the asset protection plan as circumstances change over time.
This paper will examine:
a. the common risks to private wealth;
b. how these risks manifest themselves;
c. how to respond to these risks; and
d. current trends and future developments in asset protection planning globally.
Given the significant role trusts play in asset protection planning, a focus of this paper will be analysing how trusts can be used and organised as a risk management tool, but a central theme of this paper is that trusts should not be the default solution. There are often more effective and appropriate ways to manage risk to private wealth.
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Stephanie Ambler Tompkins Wake Auckland |
Georgia Angus Morris Auckland |
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Henry Brandts-Giesen Dentons Auckland |
Jennie Hawker Haigh Lyon Auckland |