A champion for your cause

 

Introducing Lindsay Pope

Lindsay advises on purposeful trusteeship & legacy planning practices.

He independently serves to support trustees, families, beneficiaries, heirs & professional advisers in planning & implementing practical strategies to achieve meaningful trust, legacy & philanthropic outcomes.

Lindsay is a committed purposeful planning practitioner.

Planning in a purposeful context ensures the focus is on:

  • PEOPLE - the preparation & development of family & heirs, of trustees & beneficiaries of trusts

  • PRACTICES - that support good governance & decision-making

  • MEANINGFUL OUTCOMES - during stewardship or transition

It’s about helping people give well, govern well & receive well.

As a long-time champion for improving trusteeship standards, Lindsay speaks, authors & mentors on purposeful trust governance & legacy planning best practice.

With over 40-years’ experience in professional trustee & private client services, he’s well placed to guide & support families, trustees, beneficiaries & their professional advisers.  His experience includes national roles for trustee standards, estate management, philanthropy, high value & complex appointments with a nationwide trustee.

Lindsay serves as President of the Estate & Taxation Planning Council of New Zealand & was appointed in 2017 by the Minister of Veterans’ Affairs to chair the Viet Nam Veterans & their Families Trust.

He maintains professional memberships with the Society of Trust & Estate Practitioners, Purposeful Planning Institute & the Independent Trustee Alliance where he serves on the Advisory Board. 

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