You've been thinking hard about how you're going to safeguard and transfer your assets to the next generation. For families like yours, that often means setting up a trust. But once you've decided on your structure and terms, you have another critical choice. Who's going to oversee it? That's where we make a difference —deep resources and capabilities.
An international trust provides asset protection, successful planning, tax deferral, and, most importantly, global asset allocation for the new generation of international families.
CBi Trust as trustee has a profound responsibility to you and to your trust's beneficiaries for years, decades, or even generations to come. If you want the job done right, you need a trustee with the skills of an investor, accountant, administrator, and a great communicator, plus, the integrity of a rock-solid fiduciary. Let's talk about how we can make your intentions real for the people you love and care about.
Join the CB Family
By joining CBi Trust, you have decided to join our exclusive network of successful Chinese clients and families just like you.
How we can help？
At CBi Trust, together with our private partner banks in USA, Singapore and Switzerland, you are offered a wide range of sophisticated, shoulder-tapped products and opportunities. We look at your trust needs with your whole financial picture in mind to:
Make you and your family feel special
Bespoke one-on-one services, immediate responses, multiple languages, and annual meetings to us, each trust we support is special—so we give each trust our special attention—whenever and wherever you are, you can count on your trusted advisors to be by your side.
Give sound financial advice
We have financial advisors that are regulated in New Zealand for competency, knowledge, and skill. We give you an objective, independent source of advice at your side. Our managing director is also serving as the director of several global tier-one banks' trust divisions in New Zealand.
Coordinate all aspects of a family trust
We act as a central resource to coordinate services, providers, global banks and communications, counsel beneficiaries, and mediate conflicts—all across multiple jurisdictions.
Be transparent with costs
We pride ourselves on being cost-competitive against our peers while providing a superior experience because we leverage our existing trusted partners with an integrated team immersed in modern technology offerings.
Rich and long-standing trust culture
Rich family trust culture: New Zealand has approximately 500,000 family trusts (as estimated by the latest FATF Mutual Evaluation Report), with a population of only just over five million, New Zealand has the highest trust per capita in the world.
Well-developed trust law
Sound and stable legal framework: New Zealand inherited English trust law and built its trust law to be mature, reasonable, and fair over several hundred years since becoming independent. The latest trust law modernization in 2021 is set to lead the world and local trust practice for the next century.
Stellar global reputation
Excellent global reputation: New Zealand is white-listed by many countries and jurisdictions. Trusted by many, New Zealand prides itself in Covid recovery, social welfare and equity, a stunning landscape, and a pristine environment. It has become the secrete gateway for many Western elites to escape, immigrate, and raise a family.
Fair and reasonable taxation
Any foreign trust is exempted from paying any income tax as long as there is no New Zealand sourced income. Foreign trusts also do not have inheritance or capital gains tax.
CBi Trust Limited (NZBN: 9429047248380), trading as CBi Trust, is a New Zealand-incorporated trustee and trust service provider servicing the New Zealand domestic and international individuals and companies.
CBi Trust is an anti-money laundering and countering financing terrorism reporting entity supervised by the New Zealand Department of Internal Affairs and a wholly-owned subsidiary of CB International Group.
CBi Trust has its focus on the preservation and succession-planning of family wealth for high-net-worth clients and the new emerging middle class. CBi Trust prides itself on innovation, client empowerment, and efficiency in its services—continuously optimize and integrate its capabilities that emphasis on bespoke solutions, client satisfaction, and client outcome.
New Zealand Headquarters
Level 12, 17 Albert Street, Auckland Central, Auckland, 1010 New Zealand
+64 22 401 8903
chrisge@cbitrust.com