Assuring peace of mind & guardianship

Trust management services with relationships at heart

Strong asset protection is
worth its weight in gold

We celebrate people moving forward and those who actively work to improve themselves and care for the next generation. 

Trust management with applebys is a holistic partnership built with the future in mind. 

Families are dynamic and our success comes because we engage whole-heartedly. By taking the time to get to know and understand you and your family we can deliver sound strategies that achieve enriching outcomes. 

 

Are you a trustee or beneficiary?

Do you understand the new Trust Law?

Do you have an independent trustee who adds value?

Is your trust vulnerable, do you have peace of mind?

Is your trust poorly maintained, does it need review?

When your journey calls
for trusted navigation
we walk with you to

  • Make the complex simple

  • Give clear guidance and clever strategies

  • Guard and grow your wealth

  • Nurture your assets as our own

  • Provide stability for future generations

 Looking for better asset protection?

We are cautious, creative and bold all at the same time

  • Skilled in law, dedicated to people

    Utilising our extensive experience in the legal profession and work with trusts, we have the breadth and depth of skill to act as your independent trustee.

    Our independence means we deliver clear strategic direction removed from emotion. Our smart strategies offer you protection, safety and certainty with long-term rewards.

  • Creating calm through turbulence

    Communicating effectively underpins all that we do. When coupled with our intuitive understanding of our fellow human beings, we find calm amid diversity, uncover and create equitable and rewarding outcomes for all.

  • Taking care of the details

    Relationship and compliance go hand in hand at applebys.

    We are there with you to take stock of your existing trust and take the right course of action for you as a unique client. We will work with you to make informed decisions on administration, investment, and distributions, and we’ll keep the paper work under control.

  • "I can’t recommend you guys [John & Aaron] highly enough. A big weight has come off my shoulders, instead of wading through past mistakes I can now start to plan my own course in the new world ahead."

    Ben Mitchell - Ohakune

  • “2014 年，我因为一个商业纠纷案件与John一起工作。John从第一天起就为我们提供了卓越的服务。 他行事专业准确，具有深厚的法律知识。 之后我们将他指定为我们的家庭信托受托人直到现在。 他非常注重细节，总是从不同的角度提供意见。 他了解人们的需求，即使你来自不同的文化背景。”

    Jack Liu - Auckland

  • "I come to John for a commercial dispute case on 2014. John has provide us exceptional service from day one. He acted professionally and accurately with strong legal knowledgement. We then point him as our family trust trustee until now. He has incredible attention to detail and always provide opinion from different point of view. He understands people needs, even if you are from different cultures backgrounds."

    Jack Liu - Auckland

  • "I have worked with John Appleby for over fifteen years as a trustee for my family trust and more recently Kate Amos as trust administrator. I have always found both of them to be helpful and knowledgeable about all aspects of managing a family trust. They have both made an effort to get to know me and my family situation which has resulted in a very personalised service. John’s commitment to fair pricing has always been something I admire and appreciate. I highly recommend Applebys Trust Management for all their trust services."

    Alice Cranston - Queenstown

  • "It was such a relief after John and his team rescued me from a corporate trustee. I am now getting a personalised and individual service. I am part of the applebys team and they are part of my team. They always return my calls promptly and they have no problem working with me on my time zone."

    JM - London

We’ve got your back. Let’s chat