A legacy needs more than a guardian, it needs a guide

We believe in a positive approach, focusing on enhancing growth, enabling long-term sustainability, and guiding you as you navigate complex terrain.

Why consider a more boutique service?

Your matters deserve a more personal understanding based on trust, integrity, and results. No more layers of hierarchy, with us you have a direct relationship with senior advisors who are experts in complex legal matters. Our strong relationship focus means we are connected globally with the right people.

Our commitments

We design bespoke solutions.

We embrace challenges, creating innovative, practical, and strategic legal solutions tailored to your unique needs.

We take stewardship seriously.

We empower you to create a lasting future for yourself and those you love that inspires and represents your values.

We put relationships first.

We prioritise cultivating enduring partnerships, while embracing diversity, and fostering an inclusive environment where every voice is heard and valued.

We always follow through.

We relentlessly uphold accountability, delivering on our promises to provide you peace of mind so you can focus on what matters to you.

We focus on positive potential.

We leave fear-based approaches rightly in the past, taking up a strengths-based, future-oriented, and positive perspective.

We go above and beyond.

We are proactive, strategic, and dedicated, consistently surpassing industry standards and client expectations.

Claudia Shan

With decades of expertise in domestic and international trust, family business and family office structures, tax, succession, regulatory, and compliance laws, Claudia is a highly regarded professional in the field. A full member (TEP) of the Society of Trust and Estate Practitioners(STEP), she has been appointed to the steering committee of the global STEP Special Interest Group Business Families in recognition of her skills and experience. Claudia also serves as the Deputy Convenor for the AML/CFT Committee of the Law Association (New Zealand), having previously completed two terms as a Committee Member for the Trust Law Committee. As one of only five Family Business Association Accredited Advisors in New Zealand, she is also respected author of internationally acclaimed legal guides. Additionally, Claudia spent six years in the Channel Islands working with two leading international law firms, Ogier and Walkers.

Momentum creates opportunities.

Take the first step. Get in touch for a conversation with us to get you moving.

Contact us