Helio

The combined expertise of these two firms brings a rigour to Helio Trusts that ensures both management and compliance requirements of your Trust are proactively taken care of. How does Helio Trusts differ from other Trust management companies? Helio is all about making sure that your Trust remains relevant, compliant and realises its maximum potent... ial. Collaborative and transparent decision-making is central to delivering on this commitment. With the pending changes in NZ Trust law, you shouldn't assume that everything is in order. Our emphasis is on the effective management of your Trust to protect its intended purpose and its compliance with the law. How do I know if my Trust is working for me? Trust management is not a static exercise. It is critically important to be regularly monitoring your Trust against the objectives you've set for it. If things are not on track, seek some professional help. The three questions everyone who has a Trust or who is a Trustee should be asking themselves is: Is this Trust delivering on its potential? Are my current intentions reflected? Would this Trust stand up to a challenge? Who can use Helio?Read More