OUR KNOWLEDGE
IS YOUR POWER

If each element of high net-worth family management is a building block, think of Protego as the mortar that holds everything together, creating strength and stability for the long-term.

Protego is a strategic independent governance partner to high-net-worth families and entities. We work with families in planning and achieving their long term goals, supporting them with appropriate structure, strategy/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 (so the family doesn’t have to). By taking care of these labour-intensive and often challenging tasks, we give families something invaluable – time to enjoy their success.

Take 30 minutes to talk to us today and find out how we can help you reap the rewards for the future.

Arrange a complimentary review

Our Services

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.

Strategic fiduciary services

Protego provides expert, high-level financial, investment, estate, lifestyle and succession planning to high-net-worth families and entities. We can help you to structure and create your own bespoke Family Office by working closely with your existing advisory network, integrating each individual specialist into a cohesive, high-performing and trusted team.

As independent specialists with extensive experience and commercial acumen, we take a collegial approach to providing independent trustee, governance and administrative solutions to create New Zealand-centric Multi Family Offices (MFOs) for modern high-net-worth families and others.

Special trust advisory

We act as a special trust adviser to support clients relative to their size, scale and complexity – providing a central point of contact for all advisors and stakeholders, while sense-checking decisions back against strategy and objectives. Protego also acts as the independent body that facilitates and guides families through times of change or when difficult situations arise.

Philanthropy concierge service

We provide an administrative service to manage the day-to-day functions of Charitable Trusts. This includes basic bookkeeping, cash flow management support, secretarial services and charitable granting accountability reporting. This can help you to develop strong governance while aligning external advice, identifying market opportunities and managing your overall costs effectively.

Independent trustee

Protego will act as your independent trustee to ensure the core functions of independence and impartiality are maintained to a high level. Protego ensures all the moving parts within a trust are operating effectively with governance and compliance core to what we do. We support Trusts to effectively navigate change through investment cycles, to support shareholders through private company sales or purchases, to help understand and provide equality to beneficiary needs, and most importantly to provide consistency now and into what can be an unknown future.

Investment and asset governance

Protego will structure and implement investment committees, provide additional scrutiny over existing portfolios and portfolio management, provide bespoke investment governance with real time market knowledge and visibility. Or simply a fresh set of eyes to review the performance of your investment portfolio. As we are not investment advisor’s nor do we have investment products, we remain completely independent with no conflict on product, our role is to ensure investments are appropriate and performing.

People

Harry White

Harry brings over nine years of experience in Commercial, Corporate and Rural banking to the table, along with four years in New Zealand’s leading statutory trustee company. As a Trustee of a long-standing charitable trust in New Zealand, he has gained sound working knowledge of operational trust management, investment portfolio management, governance and structuring as well as philanthropic endeavours. 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.

OUR KNOWLEDGE
IS YOUR POWER

OUR KNOWLEDGE
IS YOUR POWER

If each element of high net-worth family management is a building block, think of Protego as the mortar that holds everything together, creating strength and stability for the long-term.