Bentleys Chartered Accountants | Strategic Financial Partners for Your Success
+64 9 600 3900
Guiding wealth across generations
Family Office Advisory
For decades we have advised some of New Zealand’s successful entrepreneurial families. Not just on tax or compliance - but on the whole picture.
Business. Wealth. Governance. Legacy.
Why Bentleys Family Office Advisory
Experience earned over generations
Our clients are not first-generation success stories.
They are families with operating businesses, investment assets, trusts, property, succession issues and multiple stakeholders – often built over decades.
We understand:
- Founder-led businesses transitioning to the next generation
- Families balancing commercial returns with family harmony
- The realities of intergenerational governance, not just theory
What We Mean by “Family Office”
It is a co-ordinated advisory framework that brings clarity to complexity.
At Bentleys, our family office work typically covers:
Business & Enterprise Advisory
- Ownership and shareholder structuring
- Board and advisory board support
- Business performance, capital strategy and exits
- Acquisition, divestment and succession readiness
Wealth & Investment Oversight
- Structuring of investment entities and holding companies
- Property and operating asset alignment
- Cash-flow and capital allocation modelling
- Independent oversight alongside investment managers
Governance & Family Structures
- Trust and estate structuring
- Family constitutions and governance frameworks
- Intergenerational planning and control mechanisms
- Managing complexity across family groups
Succession & Legacy Planning
- Transition of leadership and ownership
- Tax-efficient succession strategies
- Preparing next-generation stakeholders
- Balancing fairness with commercial reality
Trusted Advisor Co-ordination
We act as the central point of advice, working seamlessly with:
- Lawyers
- Investment managers
- Trustees
- Bankers
- Philanthropic advisors
So families don’t have to manage advisors — we do.
Who We Typically Work With
- Multi-generational NZ business families
- Significant privately-owned operating companies
- Families with combined business, property and investment structures
- Entrepreneurs planning succession or partial exits
- Families seeking clarity, alignment and long-term stewardship
How Bentleys Is Different
Commercial first. Always.
We are business people before technicians. Our advice is practical, commercial and grounded in real-world outcomes.
Independent and conflict-free
We don’t sell financial products. Our role is to protect family interests, not promote third-party solutions.
Long-term relationships
Many of our family office clients have worked with us for 10, 20 or more years – often across multiple generations.
Discretion and trust
Our best work is rarely public. We operate with absolute discretion and confidentiality.
A Quiet Partner for Complex Decisions
Family office advisory is not about doing more.
It’s about seeing the whole picture – and making better decisions over time.
That is where Bentleys excels.
Get in Touch
Why Choose Bentleys
