A champion for your cause

Introducing Lindsay Pope

From my Auckland base, I help private families:

  • plan the transfer of family of intergenerational wealth directly, or on trust,

  • get family trusts to work by improving outcomes for trust creators, trustees and beneficiaries

With 50 years seasoned planning and governance experience, I can quickly identify issues and challenges and facilitate plans which work for the families, trustees and beneficiaries involved.

As a long-time champion for improving estate planning and trusteeship standards, I regularly speak, author and mentor on purposeful estate planning and trust governance practices.

My experience includes national roles for trustee standards, estate management, philanthropy, high value and complex trusts and estates with a nationwide professional trustee.

I have served as President of the Estate and Taxation Planning Council of New Zealand, Dean of Trusts, Trustees and Beneficiaries with the Purposeful Planning Institute in the USA, and as a Board Chair and Trustee of charitable trusts.

I invite you to make contact to talk through your situation and consider what might be possible.

Lindsay

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