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Safeguarding your legacy beyond borders

Established in 1982, Southpac Group provides comprehensive estate planning and asset protection solutions designed to safeguard your wealth.

For over 40 years, we have been at the forefront of the offshore trust industry, helping our clients protect and grow their wealth.

Our Story

Throughout our history, we have continuously developed and expanded our service offerings to better serve the evolving needs of our clients.

We are a team of experienced professionals dedicated to providing our clients with world-class financial services. We are professionals: fiduciaries, wealth planners, lawyers and accountants with decades of collective experience.

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Publications

Asset Protection
January 28, 2025

Offshore Trusts vs. Domestic Trusts

Trusts have been an effective mean of managing family assets for centuries.  Over time, they have gained popularity for providing asset protection, as well as tax and succession benefits. One…
Banking & Investment
January 28, 2025

2025 Investment Outlook – Is It Time to Look Beyond the US?

A year ago, we looked at the US Economy and asked whether the Federal Reserve had achieved a soft landing. At the time we wrote “The signs at this stage…
Asset Protection
December 22, 2024

Validity of Trusts

The 3 Certainties When disputes involving trusts are brought before a court one of the first steps a judge will examine is the foundational issue of whether the trust is…
Asset ProtectionLegal & Compliance
December 22, 2024

Navigating an Offshore Trust and Underlying Company

Structuring trusts with underlying companies is a common strategy in estate planning, offering a blend of asset protection and operational flexibility. This article addresses the key questions settlors often have…
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Address:

Level 1/399
Cameron Road,
Tauranga 3110
New Zealand