A legacy needs more than a guardian, it needs a guide

We believe in a positive approach, focusing on enhancing growth, enabling long-term sustainability, and guiding you as you navigate complex terrain.

Why consider a more boutique service?

Your matters deserve a more personal understanding based on trust, integrity, and results. No more layers of hierarchy, with us you have a direct relationship with senior advisors who are experts in complex legal matters. Our strong relationship focus means we are connected globally with the right people.

Our commitments

We design bespoke solutions.

We embrace challenges, creating innovative, practical, and strategic legal solutions tailored to your unique needs.

We take stewardship seriously.

We empower you to create a lasting future for yourself and those you love that inspires and represents your values.

We put relationships first.

We prioritise cultivating enduring partnerships, while embracing diversity, and fostering an inclusive environment where every voice is heard and valued.

We always follow through.

We relentlessly uphold accountability, delivering on our promises to provide you peace of mind so you can focus on what matters to you.

We focus on positive potential.

We leave fear-based approaches rightly in the past, taking up a strengths-based, future-oriented, and positive perspective.

We go above and beyond.

We are proactive, strategic, and dedicated, consistently surpassing industry standards and client expectations.

Claudia Shan

With decades of experience specialising in domestic and foreign trust structures, tax, succession, regulatory and compliance laws, Claudia Shan is a trusted expert in the field. A full member (TEP) of Society of Trust and Estate Practitioners (STEP), Claudia is also a Committee Member for the Trust Law Committee and standing Convenor for the AML/CFT Committee of the Law Association (New Zealand). She is one of four Family Business Accredited Advisors in New Zealand, and is a respected author of internationally-acclaimed legal guides. Claudia also spent six years in the Channel Islands working for two leading international law firms, Ogier and Walkers.

Ziyad Matti

A barrister and solicitor of the High Court of New Zealand, Ziyad Matti has extensive experience counselling high net worth individuals, entrepreneurs, and families on trusts, estates, succession, family offices, and pre-migration planning. With particular expertise in tax, business, and commercial law, his clients include multinational families with members, enterprises, and investments across the world, for whom he sets up and runs trusts and a range of different entities and arrangements. Ziyad also serves as in-house counsel to family businesses, offering strategic guidance and legal support across all areas of business operations and family matters. His role involves advising on corporate governance, contract negotiations, and regulatory compliance, among other areas critical to the success and continuity of family enterprises.

Momentum creates opportunities.

Take the first step. Get in touch for a conversation with us to get you moving.

Contact us