INDEPENDENT GOVERNANCE · FAMILY OFFICE · FIDUCIARY
Strategic governance
for enduring family wealth.
YOUR BESPOKE FAMILY OFFICE
One trusted structure, aligned around what matters most.
Take 30 minutes to talk to us today and find out how we can help you reap the rewards for the future.
OUR SERVICES
Independent capability across the family enterprise.
Ours is a collaborative approach that begins with an in-depth discovery phase, to ensure an appropriate plan is developed and the right structures put in place. This is followed up with ongoing support in the following areas to ensure your strategy is executed accurately and efficiently.
01.
Independent trustee, governance & administrative solutions
A collegial, independent approach to trustee, governance and administrative needs, built around each family.
02.
Philanthropy Concierge & Governance
We work with and provide customised services to charitable grant-making entities.
03.
Special trust advisor
To support trustees with fiduciary guidance to ensure regulatory compliance and informed use of trustee powers.
04.
Financial, investment & estate planning
Expert, high-level planning across financial, investment and estate matters for high-net-worth families and entities.
05.
Lifestyle & succession planning
Lifestyle and succession planning that builds the robust foundations needed for family cohesion over multiple generations.
06.
New Zealand-centric Multi Family Offices
Independent specialists creating New Zealand-centric Multi-Family Offices (MFOs) for modern high-net-worth families and others.
HOW WE WORK
A holistic view of every unique situation.
Protego works with families in planning and achieving their long-term goals, supporting them with appropriate structure, strategy and advice, and the expertise to ensure accurate execution. We also help to build the robust foundations needed for family cohesion over multiple generations.
We take a holistic view of every unique situation, assembling teams of experienced, respected individuals who can efficiently execute strategies and manage any complex stakeholder relationships, to support success into the future.
SOMETHING INVALUABLE
We take care of the complexity, giving families more time to enjoy their success.
EXPERIENCE & DISCRETION
Governance and fiduciary expertise shaped by decades of specialist experience.
Harry White
Harry brings a depth of experience in Commercial, Corporate and Rural banking in New Zealand, along with time spent in a leading statutory trustee company managing complex, structural client matters.
As a Director of Protego Partners, Harry is proficient in planning and operational trust management, investment portfolio management, governance and structuring as it relate to complex family dynamics. He also is a trustee of a long-standing charitable trust in New Zealand and provides sound working knowledge of Profit for Purpose and philanthropic outcomes.
This wealth of experience helps him to deftly navigate complex, contentious and high-net-worth projects on behalf of a number of high-net-worth families.
John McFetridge
John has spent over 30 years in the professional trustee industry in a variety of capacities. These span finance, technical and wealth structuring roles, as well as Managing Director and General Manager of Private Client Services for New Zealand’s largest trustee corporation.
John also holds a number of directorships and is known for delivering uncompromising professional trustee and fiduciary services along with technically sound, compliance-savvy governance for his clients and their broader families.
HOW WE WORK
Take 30 minutes to talk to us today.
Find out how we can help you reap the rewards for the future. Your enquiry is managed with absolute confidentiality.
