Lisa Small

Partner

+64 27 206 1709
+64 9 374 7167
Auckland
Email me
Connect

Top expertise

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

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.

See more

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 Therapeutic Products Act 2023 - key information for manufacturers of medical devices

28 September 2023

Privacy Act Amendment Bill 2023 – proposed change to “enhance transparency”

25 September 2023

Incorporated Societies Act 2022 – frequently asked questions

18 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 ADLS Trust Law Committee

How can we help?

Get in touch.

* indicates required fields

Your personal information will only be used to service your enquiry. We will only contact you with relevant information. For further information view our full Privacy Policy.
Hidden
This field is for validation purposes and should be left unchanged.

Stay up to date with us

Subscribe
  • © Duncan Cotterill
  • 2023