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.