Private Client & Trust

Peter
Washer

Peter Washer

Consultant

Consultant

Supporting Content

Phone: +64 7 927 0507
Email: pwasher@clmlaw.co.nz

 


Qualifications

Bachelor of Laws, Master of Arts,  Auckland University

I joined Cooney Lees Morgan in 1980 becoming  a partner in 1983 and I am the firm’s Notary Public.

I have extensive experience in property investment, both commercial and residential as well as experience in trust management and wills and estate matters. I also supervise our estate’s team.

I advise a number of individuals and families and carry out their legal work, often for the second and sometimes third generation.

I am currently Chairman of Directors for First Mortgage Managers Limited, a company which manages First Mortgage Trust, a trust fund in excess of $300million.

Having grown up in Tauranga and received my schooling here, I appreciate the growth of our city and the work/life balances it offers.

I am involved in a number of Community Organisations and I am currently the Legal Advisor to Rotary District 9930.


Examples of work:

  • Advising and assisting a family with a significant succession plan to ensure the family assets and control of the business is passed from one generation to the next.

  • Working with a family and assisting with the administration and probate requirements following the passing of a parent and ensuring there is equitable distribution of assets in accordance with the original owners’ wishes.

  • Advising and assisting business owners with the governance and management of their business assets.

 

Expertise

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