Asset Protection Update Forum 2025

Published: 26-03-2025 Authors: Stephanie Ambler, Georgia Angus, Henry Brandts-Giesen, Jennie Hawker Pages: 89
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Authors: Stephanie Ambler, Georgia Angus, Henry Brandts-Giesen, Jennie Hawker
Published: 26 March 2025
Pages: 89

Introduction

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.

Content outline

  • A guide to protecting private wealth
  • Options for protecting pre-relationship assets
  • 2024 Trust disputes - in defence of trustees?
  • Key case law developments
View contents page
AMBLER Stephanie ANGUS Georgia  
Stephanie Ambler
Tompkins Wake
Auckland
Georgia Angus
Morris
Auckland
 
BRANDTS-GISSEN Henry HAWKER Jennie  
Henry Brandts-Giesen
Dentons
Auckland
Jennie Hawker
Haigh Lyon
Auckland
 

 

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