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Our Family Office is a solutions-oriented service for our discerning High Net Worth clients.
The Cook Islands is recognised as the gold standard for asset protection.
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Founder and CEO Ora Partners
Now based in Auckland, New Zealand he has established Ora Partners New Zealand, an advisory and consultancy services company, strategically placed to take advantage of the superior opportunities presented in a safe business haven such as New Zealand. To that end, Puai has pulled together a team of proven professionals who specialise in diverse areas, including law, investment, tax, and emerging and disruptive technologies.
Ora Partners New Zealand is well placed to assist high net worth families and their businesses navigate through today’s new world economy with a focus on finding strategic investments and a secure place to conduct business in New Zealand.
Director – Finance
She has been involved in the trustee company sector of the Cook Islands for over 20 years and has been a part of Ora’s Trust business since 2003. She began her role with Ora as an in-house accountant, overseeing all financial reporting and audits of the Company. She was appointed as a director in 2016, responsible for Financial Reporting to the Board of Directors and to the Regulatory Authority of the Cook Islands.
She oversees Ora’s ongoing Compliance obligations. She is also an important part of Strategy Development. Her many achievements include being a recipient of the Queen Elizabeth II Young Leaders (QYL) Award in 2016 and was instrumental in developing the Cook Islands National Sustainable Development Agenda 2020+ a 100 generational development plan for the Cook Islands.
Over that time, she has matured into a highly experienced trust administration officer, where she brings her legal perspective and expertise to ensure high quality delivery of service to our clients. In her role, she manages a dynamic team who are dedicated to delivering outstanding customer care and takes the lead on complex legal matters that arise.
Director, Anderson Creagh Lai
Phil’s main focus is on providing the strategic focus and oversight of significant commercial and contract related disputes, frequently working with the separate bar. He has had significant recent experience as instructing solicitor in large commercial property disputes, the local authority powers and regulatory area, a significant minority shareholder oppression action, the leading NZ property relationship/trust case and in many other corporate and commercial causes.
In addition to his litigation practice, Phil continues to advise corporate and commercial, and occasionally property, clients on their needs. Outside the law Phil has a number of private family business interests, and has had governance experience, serving on the managing board of a leading Australasian law firm for six years before co-establishing Anderson Creagh Lai, serving as a director for a number of valued personal clients, and serving as an officer and trustee of a number of voluntary organisations. Phil also provides pro-bono assistance and advice to a number of organisations.
Legal Counsel | Litigation Attorney
Nick has a strong interest in corporate governance and holds the Chartered Financial Analyst® designation.
He teaches Financial Markets law and Trial Advocacy at the University of Auckland Law School.
Director, Anderson Creagh Lai
Jeffrey specialises in corporate structuring and restructuring, mergers and acquisitions, investment funding, domestic and international business expansion, and contractual arrangements. He also has a technology sector focus, particularly in major technology project development, implementation and integration, IT services outsourcing, and commercialisation of science and technology.
Jeffrey holds an LLB (Hons) and BCom from the University of Auckland.
He has been involved with GSM telecommunications, participating in the launch of many mobile networks in Southeast Asia and Europe, with a focus on intelligent Networks and Value Added Services.
He has a deep understanding of technical challenges and consumer requirements. This, combined with his experience in complex markets, is why Antoine brings necessary operational management skills.
EriksensGlobal Actuaries & Investment Strategists
Some of Jonathan’s major assignments include:
Jonathan advises corporate clients on a wide variety of actuarial matters including asset-liability analysis, life and general insurance, actuarial valuations and so on. He also advises clients on superannuation (pension) issues and investment matters including governance, preparing SIPO’s, asset allocation, investment manager search and selection and performance monitoring. Jonathan founded EriksensGlobal over 25 years ago. Funds under advice exceed $2 billion which includes several iwi and other Maori organisations as clients.