Lisa Small

Partner

+64 27 206 1709
+64 9 374 7167
Auckland
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Top expertise

Corporate & Commercial
Banking & Finance
Trusts
Private Client
Family & Relationship
Not-For-Profits & Incorporated Societies
Franchise

Lisa is an experienced corporate and commercial lawyer, advising a broad range of clients across a variety of business and private client matters, and is lead partner in the Private Client team in the Auckland Office.

Lisa is a trusted advisor who works closely with clients to provide comprehensive and practical advice on both business, and personal, legal needs.

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Lisa’s areas of expertise include:

  • Business/company disposals and acquisitions
  • Business advisory and corporate structuring
  • Governance issues, including shareholder arrangements, stakeholder management and board matters
  • Regulatory requirements and advising on compliance in respect of capital raising, lending, financial service providers and anti-money laundering
  • Trusts law
  • Asset protection, succession and estate planning

 

“I am extremely grateful always for the help that you give and the thorough way and speed in which you deal with things.”
Private Client2022

Recent highlights

  • Advising lenders on regulatory regimes under consumer finance, anti-money laundering and financial services legislation and assisting with compliance documentation.
  • Restructures of group entities (trusts and companies) to rationalise empire ahead of transfer of wealth under succession plan.
  • Acting for vendor in respect of sale of shares in successful start-up business to significant overseas investor.
  • Advice to trustees on trust management including disclosure of information to beneficiaries and beneficiary disputes.
  • Advice to boards of charitable trusts and incorporated societies on regulatory, operational, governance and structure issues.

Lisa's insights

The low-down on the new Incorporated Societies Act: what you need to know

15 May 2024

Introducing our exclusive 'Business Owners Seminar Series 2024'

24 April 2024

Incorporated Societies Act 2022 Changes - Information Hub

18 November 2022

We're driven by our values

They drive our client relationships and connections with our community, and underpin our achievements.

He tāngata

  • Member of The Law Association Trust Law Committee

Excellence

  • Recognised as a ‘Leading Practitioner’ in the Best Lawyers New Zealand 2025 directory for Trusts and Estate Law.

How can we help?

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  • © Duncan Cotterill
  • 2024