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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

Banking & Investment
September 26, 2024

Investing in a Soft Landing Scenario

Back in our 2024 outlook, we asked whether the Federal Reserve had achieved a soft landing for the US economy (see here). At the time inflation was falling and economic…
Asset ProtectionArticles
September 26, 2024

Why You Should Establish an Underlying Company with Your Offshore Trust​ ​

Balancing control with protection requires careful structuring and is the number one reason why you should establish an underlying company with your offshore trust. By adding a company to your…
Effective Transfers Of Assets To A Trust Or Underlying CompanyAsset ProtectionArticlesCook Islands
August 26, 2024

Effective Transfers Of Assets To A Trust Or Underlying Company

A recent Cook Islands High Court decision has underscored the importance of following the correct procedures to transfer assets to a Cook Islands international trust and to an underlying company…
Beneficial Owners and Ultimate Beneficial OwnerArticlesLegal & Compliance
August 26, 2024

Beneficial Owners Vs. Ultimate Beneficial Owners: Key Differences Explained

The concepts of "beneficial owner" and "ultimate beneficial owner" (UBO) are critical in understanding ownership structures, particularly in the context of offshore asset protection and compliance with regulatory frameworks. Both…
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Address:

Level 1/399
Cameron Road,
Tauranga 3110
New Zealand