{"id":7187,"date":"2018-12-21T06:19:19","date_gmt":"2018-12-21T06:19:19","guid":{"rendered":"https:\/\/greenhatwb.wpengine.com\/nz11\/?post_type=service&#038;p=7187"},"modified":"2023-10-17T14:32:36","modified_gmt":"2023-10-17T01:32:36","slug":"private-client-services","status":"publish","type":"service","link":"https:\/\/williambuck.com\/nz\/services\/business-advisory\/private-client-services\/","title":{"rendered":"Private Client Services"},"content":{"rendered":"<div class=\"wpb-content-wrapper\"><p>[vc_row gap=&#8221;30&#8243;][vc_column width=&#8221;1\/3&#8243;]<div class='side-subnavigation'><span class='h2'>Services<\/span><ul><li class=\"parent-page\"><a href=\"https:\/\/williambuck.com\/nz\/services\/asia-pacific-client-services\/\">Asia Pacific Client Services<\/a><li><li class=\"parent-page\"><a href=\"https:\/\/williambuck.com\/nz\/services\/audit-and-assurance\/\">Audit and Assurance<\/a><li><li class=\"parent-page current-item\"><a href=\"https:\/\/williambuck.com\/nz\/services\/business-advisory\/\">Business Advisory<\/a><li><ul class='child-menu'><li class=\"child-page\"><a href=\"https:\/\/williambuck.com\/nz\/services\/business-advisory\/accessing-finance-grants\/\">Accessing Finance &#038; Grants<\/a><\/li><li class=\"child-page\"><a href=\"https:\/\/williambuck.com\/nz\/services\/business-advisory\/accounting-tax-compliance\/\">Accounting &amp; Tax Compliance<\/a><\/li><li class=\"child-page\"><a href=\"https:\/\/williambuck.com\/nz\/services\/business-advisory\/cloud-accounting\/\">Cloud Accounting<\/a><\/li><li class=\"child-page current-child-item\">Private Client Services<\/li><li class=\"child-page\"><a href=\"https:\/\/williambuck.com\/nz\/services\/business-advisory\/restructures-asset-protection\/\">Restructures and asset protection<\/a><\/li><li class=\"child-page\"><a href=\"https:\/\/williambuck.com\/nz\/services\/business-advisory\/strategic-business-advice-planning\/\">Strategic Business Advice &#038; Planning<\/a><\/li><li class=\"child-page\"><a href=\"https:\/\/williambuck.com\/nz\/services\/business-advisory\/succession-planning\/\">Succession Planning<\/a><\/li><li class=\"child-page\"><a href=\"https:\/\/williambuck.com\/nz\/services\/business-advisory\/virtual-finance-management\/\">Virtual CFO<\/a><\/li><\/ul><li class=\"parent-page\"><a href=\"https:\/\/williambuck.com\/nz\/services\/tax-services\/\">Tax Services<\/a><li><\/ul><\/div>[\/vc_column][vc_column width=&#8221;2\/3&#8243;][vc_column_text el_class=&#8221;readmore&#8221;]Managing substantial business investments, family investment trusts, large family estates and varied investment portfolios requires a high level of attention.\u00a0The necessary tax compliance brings an additional layer of intricacy.\u00a0Complex affairs require expertise and specialisation beyond basic accounting or taxation advice.<\/p>\n<p>We understand that your need for financial advice and structuring and compliance are interdependent and the areas that often require the most careful consideration is where they intersect.\u00a0That\u2019s why we\u2019ve created a solution that supports your financial advice. One should not exist without the other.<\/p>\n<p>We offer expert specialist advice across the areas of tax, estate planning and asset protection. Our structuring and compliance services provide a solid base to support the financial advice you receive from your advisors.<\/p>\n<p>We work in partnership with private banks and wealth management advisors to provide their clients with a streamlined, holistic service.<\/p>\n<p>Our specialists bring the same level of professionalism to our private clients as our business clients with the added experience, specialisation and personalised service required to deal with the unique challenges you face.<\/p>\n<h3><strong>Our Approach<\/strong><\/h3>\n<p>Our approach is designed to enable clients to access as many or few modules as they require, providing a cost-effective and scalable solution.<\/p>\n<p>The core modules are summarised in the following table.\u00a0Each module includes a systematic process to record and understand your needs then develop, implement and monitor strategies to deliver your desired outcome.<\/p>\n<div>\n<table style=\"width: 100%;\" border=\"0\" width=\"100%\" cellspacing=\"0\" cellpadding=\"0\" align=\"left\">\n<tbody>\n<tr>\n<td style=\"width: 49.9205%; padding: 3.75pt; border: 1pt white; text-align: left; background: #0070c0;\">\n<p style=\"margin: 0cm 3.75pt 0.0001pt;\"><strong><span style=\"padding: 0cm; border: 1pt none windowtext; color: white;\">TAX RATE OPTIMISER<\/span><\/strong><span style=\"color: white;\"><br \/>\nModule 1<\/span><\/p>\n<\/td>\n<td style=\"width: 49.9205%; padding: 3.75pt; border: 1pt white; text-align: left; background: #0070c0;\">\n<p style=\"margin: 0cm 3.75pt 0.0001pt;\"><strong><span style=\"padding: 0cm; border: 1pt none windowtext; color: white;\">EFFECTIVE ESTATE PLANNING<\/span><\/strong><span style=\"color: white;\"><br \/>\nModule 2<\/span><\/p>\n<\/td>\n<\/tr>\n<tr>\n<td style=\"width: 49.9205%; padding: 3.75pt; border: 1pt #a5a5a5; text-align: left;\" valign=\"top\">\n<p style=\"margin: 0cm 3.75pt 13.5pt;\">Streamline your arrangements and reduced your overall tax rate.<\/p>\n<p style=\"margin: 0cm 3.75pt 13.5pt;\">Our tax rate optimiser pays particular attention to:<\/p>\n<ul>\n<li style=\"margin: 0cm 3.75pt 13.5pt;\">Use of beneficiaries\u2019 effective tax rates<\/li>\n<li style=\"margin: 0cm 3.75pt 13.5pt;\">Existing business &amp; structural entities<\/li>\n<li style=\"margin: 0cm 3.75pt 13.5pt;\">Existing legal &amp; financial planning arrangements<\/li>\n<\/ul>\n<\/td>\n<td style=\"width: 49.9205%; padding: 3.75pt; border: 1pt #a5a5a5; text-align: left;\" valign=\"top\">\n<p style=\"margin: 0cm 3.75pt 13.5pt;\">Ensure your wishes are met, and achieve a tax effective transfer of assets.<\/p>\n<p style=\"margin: 0cm 3.75pt 13.5pt;\">We work with your legal advisors to provide solutions in the following areas:<\/p>\n<ul>\n<li style=\"margin: 0cm 3.75pt 13.5pt;\">Pre or post death estate planning<\/li>\n<li style=\"margin: 0cm 3.75pt 13.5pt;\">Effective use of losses<\/li>\n<li style=\"margin: 0cm 3.75pt 13.5pt;\">Providing for non-resident beneficiaries<\/li>\n<li style=\"margin: 0cm 3.75pt 13.5pt;\">Charitable donations<\/li>\n<li style=\"margin: 0cm 3.75pt 13.5pt;\">Use of testamentary trusts<\/li>\n<li style=\"margin: 0cm 3.75pt 13.5pt;\">Selecting Executors<\/li>\n<\/ul>\n<\/td>\n<\/tr>\n<tr>\n<td style=\"width: 49.9205%; padding: 3.75pt; border: 1pt white; text-align: left; background: #0070c0;\">\n<p style=\"margin: 0cm 3.75pt 0.0001pt;\"><strong><span style=\"padding: 0cm; border: 1pt none windowtext; color: white;\">ASSET PROTECTION STRATEGIES<\/span><\/strong><span style=\"color: white;\"><br \/>\nModule 3<\/span><\/p>\n<\/td>\n<td style=\"width: 49.9205%; padding: 3.75pt; border: 1pt white; text-align: left; background: #0070c0;\"><strong><span style=\"padding: 0cm; border: 1pt none windowtext; color: white;\">EFFECTIVE SUCCESSION PLANNING<\/span><\/strong><span style=\"color: white;\"><br \/>\nModule 4<\/span><\/td>\n<\/tr>\n<tr>\n<td style=\"width: 49.9205%; padding: 3.75pt; border: 1pt #a5a5a5; text-align: left;\" valign=\"top\">\n<p style=\"margin: 0cm 3.75pt 13.5pt 0cm;\">Protect the assets you\u2019ve been working a lifetime for.<\/p>\n<p style=\"margin: 0cm 3.75pt 13.5pt;\">Our systematic approach involves:<\/p>\n<ul>\n<li style=\"margin: 0cm 3.75pt 13.5pt;\">Risk management assessments<\/li>\n<li style=\"margin: 0cm 3.75pt 13.5pt;\">Review of ownership and control of assets to minimise risk<\/li>\n<li style=\"margin: 0cm 3.75pt 13.5pt;\">Structuring and restructuring to contain\/reduce risk<\/li>\n<li style=\"margin: 0cm 3.75pt 13.5pt;\">Demerging passive assets from business assets<\/li>\n<li style=\"margin: 0cm 3.75pt 13.5pt;\">Use of testamentary trusts in estate plans<\/li>\n<\/ul>\n<\/td>\n<td style=\"width: 49.9205%; padding: 3.75pt; border: 1pt #a5a5a5; text-align: left;\" valign=\"top\">\n<p style=\"margin: 0cm 3.75pt 13.5pt;\">Develop a tax effective succession plan to secure your business exit.<\/p>\n<p style=\"margin: 0cm 3.75pt 13.5pt;\">We can provide a comprehensive review of your current structure and develop strategies with particular regard to:<\/p>\n<ul>\n<li style=\"margin: 0cm 3.75pt 13.5pt;\">Maximising business value<\/li>\n<li style=\"margin: 0cm 3.75pt 13.5pt;\">A range of optimise exit options tailored to your needs<\/li>\n<li style=\"margin: 0cm 3.75pt 13.5pt;\">Flexible and effective employee remuneration models<\/li>\n<li style=\"margin: 0cm 3.75pt 13.5pt;\">Business continuity planning<\/li>\n<\/ul>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<p>&nbsp;<\/p>\n<div class=\"readmore-link\"><\/div>\n<p>[\/vc_column_text][\/vc_column][\/vc_row]<\/p>\n<\/div>","protected":false},"featured_media":11855,"parent":11671,"menu_order":0,"template":"","business_category":[],"wealth_categories":[],"class_list":["post-7187","service","type-service","status-publish","has-post-thumbnail","hentry","services-business-advisory"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.9 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Private Client Services - William Buck NZ<\/title>\n<meta name=\"description\" content=\"Receive specialised advice for substantial investments, trusts, and estates. 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