Working with you

Protecting what's important

Corporate Supervisor & Trustee Services

Supervisor and Trustee services for financial market participants.

Personal Trustee Services

Take care of the future today.
Trustee services helping you build, manage, protect and transition your wealth.

Our branches provide specialist tax and trustee services across New Zealand.


+64 9 930 9770

Level 28, Lumley Centre,
88 Shortland St, Auckland 1010


+64 7 846 7886

45 Seddon Road, Hamilton 3204


+64 7 571 1421

12 Elizabeth St, Tauranga 3110

Palmerston North

+64 6 355 4402

209 Broadway Avenue,
Palmerston North 4410


+64 3 477 6076

Level 2, Bracken Court, 480 Moray Place, Dunedin 9016


+64 3 377 2929

2b/2 Barry Hogan Place, Riccarton, Christchurch 8440

What Our clients Say

My family trust was set up in 1998 following my husband’s death and the helpful, friendly, guidance has been a great support. Heritage Trustee Co has provided a professional service backed up with wide knowledge, presented in a clear manner.
H Wyatt
My mother’s Trust passed some legal challenges with flying colours, assisted considerably by the quality of the administration provided by the Heritage Programme. Brenda Whitehead and Edward Russell at Heritage also helped immensely with advice and help on navigating the extremely disconcerting legal process. Heritage thus ensured my family’s assets were bequeathed the way my mother had wanted.
Ian McGarvey

Heritage Trustee | New Zealand Trustee Services

 Heritage Trustee is a professional Trustee company that provides a range of Trust services to individuals. We are also a licensed Supervisor offering corporate Trustee services that are investor focused and client centric. Our focus is to work with you to protect what is important. 

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