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Sale of Trustees Executors'
Private Wealth business
to Perpetual
Guardian Group


  • Cameron Partners advised Trustees Executors on the sale of its Private Wealth business to Perpetual Guardian

  • Trustees Executors was established in 1881 as New Zealand’s first trustee company

  • Its Private Wealth business provides family and estate planning services, including administration of wills and trusts as well as wealth advisory services including financial planning, investment advice and asset management

  • Perpetual Guardian provides estate planning, wills, trusts, and investment advisory services