New Zealand Trustee Services

What New Zealand Trustee Services does

New Zealand Trustee Services Limited (NZTS) is a privately held professional trustee company incorporated in New Zealand in 2004, operating from offices in Auckland (headquarters) and Christchurch. It provides independent trustee and estate administration services across six trust structures — Family, Parallel, Single, NextGen Inheritance, Business, and Charitable Trusts — plus complementary Wills and Buy/Sell Agreement services, with Enduring Powers of Attorney and TrustGuard trust-review services delivered in partnership with Perpetual Guardian.

The firm monetizes through three streams: one-time trust establishment fees (from $2,750 + GST for new trusts; $1,750 + GST for appointment to existing compliant trusts), recurring annual trustee management fees (from $575 + GST), and transactional fee-for-service billing for additional activities such as property or investment-related document signing. Client onboarding is consultative: a Fact Find, engagement letter signature, AML checks, and IRD issuance precede activation, followed by annual reviews. Document execution is supported by DocuSign e-signature for minutes, resolutions, and deeds; wills and EPAs still require wet ink.

NZTS serves individuals and families seeking asset protection and succession planning, alongside professional services firms (accountants, solicitors, financial advisors) that refer clients and seek expert trust structuring input. Leadership rests with Director/General Manager Bryan Ivamy, who joined in August 2018 with 30+ years of industry experience from Perpetual Guardian and Guardian Trust. The firm explicitly does not accept commissions or brokerages on fund placement, reinforcing its independent fiduciary positioning within the wider Perpetual Guardian Group network.

Name

New Zealand Trustee Services

Legal name

New Zealand Trustee Services Limited

Website

https://nztrustees.co.nz

Company type

Private

Founded year

2004

Operating status

Operating

Headcount range

1–10 employees

Short description

New Zealand Trustee Services is a privately held NZ professional trustee firm (founded 2004) providing independent trust establishment, annual trust management, Wills, and Buy/Sell Agreement services to individuals, families, and business owners, serving clients nationwide from Auckland and Christchurch.

Ownership category

akta.pro rank

Product category

Trust Services

NAICS

Trust, Fiduciary, and Custody Activities (523991), Trusts, Estates, and Agency Accounts (52592)

akta.pro primary industry

Fiduciary Agency & Trustee-for-Hire Services (FSAAANAL)

akta.pro secondary industries

Personal & Family Trust Services (FSAAANAA), Directed Trust & Trust Advisory Services (FSAAANAK), Corporate Trust Services (Trustee, Agent & Escrow Roles) (FSAEAKAB)

Keywords

• Professional trustee services
• Trust establishment
• Trust administration
• Estate planning
• Asset protection trusts

Headquarters

HQ city

Auckland

HQ country

New Zealand

HQ region

Oceania

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Trust Establishment Fees: One-time fees charged for establishing new trusts or appointing NZTS as trustee to existing compliant trusts. New trust setup: from $2,750 + GST. Appointment to existing compliant trust: $1,750 + GST.
2. Annual Trustee Management Fees: Recurring annual fees for acting as professional independent trustee and attending to annual duties. Annual fee starts from $575.00 + GST.
3. Fee for Services: Additional attendances and transactions such as document signing for property transactions or investment decisions are charged on a fee for services basis.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

New Zealand Trustee Services is a specialist professional trustee firm that establishes and administers six categories of trusts (Family, Parallel, Single, NextGen, Business, and Charitable) for individuals, families, and business owners in New Zealand. Complementary offerings include wills, Buy and Sell Agreements for business succession, and TrustGuard reviews of existing trust arrangements, all supported by direct office service and electronic document execution.

Product overview

New Zealand Trustee Services offers a suite of professional trustee and estate planning services built around a core trust management platform. The primary offerings include Trust Establishment, Trust Management, Wills, and Buy and Sell Agreements, complemented by the TrustGuard Review service for reviewing third-party trusts. The company specializes in six types of trusts: Family Trusts, Parallel Trusts, Single Trusts, NextGen Trusts (Inheritance), Business Trusts, and Charitable Trusts. All services are delivered through a network of offices in Auckland and Christchurch with over 50 years of combined experience in trust and estate planning.

Differentiator

Problem solved

Functional benefit

Brands

• TrustGuard: A unique service which reviews the current situation of a Trust and makes recommendations to help ensure the Trust delivers on specified objectives. TrustGuard is a joint New Zealand Trustee Services and Perpetual Guardian initiative.

Products and services

• Family Trust establishment and administration Establishment and ongoing administration of discretionary Family Trusts that hold family assets for the benefit of specified beneficiaries, providing asset protection and inheritance planning for New Zealand individuals and families.
• Parallel Trust establishment and administration Establishment and administration of Parallel Trusts, used to hold assets in parallel to a primary family trust for enhanced asset protection and risk distribution across multiple trust structures.
• Single Trust establishment and administration Establishment and administration of Single Trusts structured around one settlor or asset pool, typically used where a more straightforward, single-purpose trust arrangement is required.
• NextGen Trust establishment and administration Establishment and administration of NextGen Trusts designed for intergenerational wealth transfer, succession planning, and long-term benefit of next-generation beneficiaries.
• Business Trust establishment and administration Establishment and administration of Business Trusts used to fund business succession, buy-and-sell arrangements, and to hold business-related assets for the benefit of business owners and their families.
• Charitable Trust establishment and administration Establishment and administration of Charitable Trusts that hold and distribute assets for charitable purposes, providing governance and ongoing compliance for philanthropic structures.
• Wills preparation Preparation of wills for individual clients, structured to integrate with the firm's trust arrangements for a coordinated estate planning outcome.
• Buy and Sell Agreement setup and trustee role Creation and trustee administration of Buy and Sell Agreements between business partners, typically funded through a Business Trust, providing a binding mechanism for partner exit, death, or disability events.
• TrustGuard Review of existing trusts Review service for existing trust arrangements that assesses the trust's current suitability, identifies risks, and recommends remedial action, designed for clients with DIY or older trusts that require a professional health check.

Quantifiable outcome

• TrustGuard reviews indicate over 75% of existing NZ trusts could be successfully challenged

Named customers2 records

Segments4 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

Feature1 record

Partnerships

One partnership is on record.

• Perpetual GuardiancoreStrategic or Co-development PartnerNZ Trustees work in partnership with Perpetual Guardian for charitable trust services. Perpetual Guardian is described as a specialist in managing charitable vehicles. TrustGuard is a joint initiative between New Zealand Trustee Services and Perpetual Guardian, combining in-house Solicitors and Trust Specialists to perform comprehensive reviews of existing trusts.

Scale indicators3 records

Recent moves5 records

Expansion highlights4 records

Broad incumbents

• Perpetual Trust: NZ trustee services arm of the Perpetual group, offering trust establishment and administration. Comparable corporate trustee offering to NZTS and another former employer of Bryan Ivamy, with shared Perpetual Guardian group branding.
• Public Trust: Crown-owned New Zealand trustee providing wills, estate administration, and trust services nationwide. Competes with NZTS in the same trust-establishment and management niche but with a broader public-purpose mandate and substantially larger footprint.
• Trustees Executors: Long-established NZ provider of trustee, estate administration, and fiduciary services. Closely comparable to NZTS across trust establishment, management, and Wills, with a larger national brand and broader service catalogue.
• Perpetual Guardian: New Zealand's largest independent trustee and wealth advisory group. Direct competitor in professional trustee services and NZTS's strategic partner for TrustGuard and Charitable Trusts; offers overlapping trust establishment and management capabilities at greater scale.
• Guardian Trust: New Zealand corporate trustee with a long history in personal trust, estate, and charitable trust administration. Direct competitor to NZTS in the independent corporate trustee segment, and one of the firms in which Bryan Ivamy previously held senior roles.

Others

• Craigs Investment Partners: NZ-owned investment advisory and wealth manager offering broader fiduciary-adjacent services. Comparable client profile (HNW individuals and families) and acts as a referrer into trustee services similar to those NZTS provides.
• Trusts & Trustees (T+T) NZ legal practices: New Zealand law firms and trustee associations providing trust establishment and administration services alongside legal advice. Comparable service set to NZTS for clients seeking combined legal-plus-trustee offerings, but typically embedded within broader legal practice rather than as a pure-play independent trustee.
• Forsyth Barr: Large NZ full-service wealth and investment advisory firm. Adjacent rather than directly competitive, but a common referral partner for trustee and estate planning services and a potential channel for trust business development.
• ANZ Trustees: ANZ Bank's New Zealand trustee services arm. Provides trust establishment and estate planning within a bank-owned wealth platform — analogous offering to NZTS but distributed through a major bank's existing client base.
• BNZ Wealth: Bank-affiliated wealth offering from Bank of New Zealand, including trustee referral services. Competes for the same estate-planning wallet but as part of a vertically integrated bank rather than as an independent corporate trustee like NZTS.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/new-zealand-trustee-services

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about New Zealand Trustee Services