Experience

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  RLA Trustee Services Ltd

  • Auckland, New Zealand

  • Principal

    • 2005 - Present
    • Auckland, New Zealand

    SpecialtiesTrusts, Wealth Management, Tax Planning and Financial ServicesWe provide corporate and trust services to a variety of companies, partnerships and trusts involving multinational entities, high net worth individuals, families, pension plans and employee benefit arrangements.RLA Trustee Services evolved as a sister company to Richard Lockhart & Associates Chartered Accountants. The Accountancy practice was established in 1995, and since then has progressively built up a sizeable accounting practice. With the growth of the accountancy practice the trustee arm has grown in tandem, and today RLA Trustee Services acts for many international high net worth individuals and groups.The directors of RLA Trustee Services have over 20 years of experience and tested expertise within the trust and private wealth management industries. They have particular expertise in international wealth structuring, trustee services, and taxation planning fields.We focus on advising and representing high net worth international private clients and international businesses in the area of trust, tax and estate planning. Our directors have held senior management positions in the Caribbean, Middle East, United Kingdom, and Australasia.

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  Richard Lockhart & Associates Limited

  • Auckland, New Zealand

  • Managing Director

    • Apr 1995 - Present
    • Auckland, New Zealand

    Chartered Accounting firm in Auckland New ZealandSpecialties:Accounting and tax, business advisory services, business consultingEstablised in 1995 by Richard, this firm has grown to a firm of over 1200 clients covering a wide range of industries.The firm of 12 staff provides financial and management accounting services, taxation planning and return preparation and accounting consulting.