Lisa Small

Partner

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

 

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 Therapeutic Products Act 2023 - key information for pharmacists

3 October 2023

The Therapeutic Products Act 2023 - key information for health practitioners

3 October 2023

I have a Trust, do I need a relationship property agreement?

29 September 2023

We're driven by our values

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

He tāngata

  • Board member of the Auckland YWCA (Vice President)
  • Member of The Law Association Trust Law Committee

How can we help?

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