Private Client Office & Advisory
Looking after what matters most.
Your most valuable assets aren't always financial.
Your time. Your family. Your home. Your relationships. Your community. The opportunities you choose to pursue — and the difference you have the opportunity to make.
Aegis & Co. is a private client office for American individuals and families building a life and establishing interests in New Zealand.
We get to know your family, your priorities and the life you want to create here. Then we bring together local knowledge, trusted relationships and independent judgment to help you navigate the decisions, opportunities and complexities that arise along the way.
Think of us as your people in New Zealand.
Building your New Zealand world.
Moving countries means leaving behind something that took decades to build: your network.
The advisers you trust. The people you call. Your understanding of how things work. The relationships that create opportunities and make life easier.
Aegis helps rebuild that advantage in New Zealand.
We connect you with exceptional people, provide local context, help you think through important decisions and coordinate the right expertise when needed.
We don't replace your lawyers, accountants, wealth managers or other specialists. We help make sure you have the right people around you — and that individual decisions support the bigger picture.
Creating a home, not simply buying a house.
Sometimes the right New Zealand home doesn't already exist.
International families can arrive with different expectations around comfort, thermal performance, design, technology and the way a home should function for their family.
When building or significantly renovating, Aegis can act as your representative on the ground — helping assemble the right team, coordinating communication and keeping your family's priorities at the centre of hundreds of decisions.
Particularly when you are overseas, we provide continuity between you and the people creating your home.
The objective isn't simply to complete a construction project. It's to create a home that works beautifully for the life you came to New Zealand to build.
Becoming invested in New Zealand.
For many of our clients, establishing a life here eventually becomes about more than residency.
It becomes about participation.
We help families discover New Zealand businesses, people, ideas, organisations and philanthropic causes worth knowing about — and connect them with the appropriate professionals to explore those opportunities further.
Aegis does not provide regulated investment advice or accept commissions or referral fees. Our role is to provide context, access and connection so that families can make informed decisions with the right expertise around them.
For those who want their connection with New Zealand to mean something more, we help answer a bigger question:
How can your capital, experience and relationships contribute to the country you've chosen to call home?
From establishing a life to looking after it.
As your life and interests in New Zealand evolve, Aegis can remain alongside your family — providing continuity, perspective and a trusted point of contact for the decisions, projects and opportunities that arise.
Our clients shouldn't need to know who to call every time something new happens.
They only need to know one thing:
Call Aegis.