Protect Your Assets | Family Trust | Legal Trust Specialist

Do you need a Trust?

Every business owner takes risks—contracts, employees, supply issues, and the unexpected curveballs life throws at you. One dispute, one lawsuit, or even one creditor could put your personal assets at risk.

That’s where a Family Trust comes in. But here’s the truth: Family Trusts are oversold by many lawyers. You may not even need one. I only recommend a Trust when it genuinely protects you.

If protecting your home, your family, and your future is your goal, then you’re in the right place.

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Safeguard Your Personal Assets

If you’re in business, owning significant assets in your name can expose them to risk. Business is unpredictable — and a well-structured Family Trust helps create a legal barrier between your personal wealth and your business. This means your home, savings, and investments are better protected from unexpected liabilities.

Strategic Tax Planning

While the main goal of a Family Trust is asset protection, it can also offer lawful tax planning opportunities — depending on your situation. Trusts may allow flexibility in how income is distributed, helping you reduce your overall tax liability within the bounds of the law.

Note: BizOwner Protect does not provide tax or financial advice.

Smarter Estate Planning

A Family Trust allows you to control how and when your children inherit your wealth. If your assets are owned personally, they typically transfer when you pass — which may not be ideal if your children are facing relationship issues, addiction, or financial trouble at the time.

With a Trust, your appointed trustees can delay or structure inheritance in your children’s best interests, helping ensure your wealth is passed on responsibly and securely.

"I’ve worked with Kiwi business owners for over 20 years—and I know the risks you face.”

My name is Dan Harrison. I’ve been a legal trust specialist for over two decades, working with thousands of business owners across New Zealand. Over that time, I’ve seen businesses thrive, but I’ve also seen families lose everything because their personal assets weren’t protected.

That experience drives me. I believe business owners deserve straight answers, fair pricing, and real protection.

I’ve helped set up over 1,000 Trusts nationwide, and I built BizOwner Protect because I saw too many lawyers overcharging or recommending Trusts people didn’t even need. My promise is simple: I’ll only recommend a Trust if it’s the right solution for you.

Family Trust

$995 (all inclusive)

Includes:

Personalised one-on-one session with Dan on how to structure your Family Trust based on your unique situation
A modern Family Trust Deed that complies with the Trusts Act 2019
A comprehensive Letter of Advice summarising the terms of the Trust Deed

Family Trust with Corporate Trustee

$1490 (all inclusive)

Includes:

Personalised one-on-one session with Dan on how to structure your Family Trust based on your unique situation
A modern Family Trust Deed that complies with the Trusts Act 2019
A comprehensive Letter of Advice summarising the terms of the Trust Deed
An incorporated company that operates solely as the trustee of your Family Trust