Sarah Wells

Sarah joined Forsyth Barr in August 2026 as Head of Family Advisory, Strategy Partners. She has more than a decade of experience as a strategic adviser to high-net-worth individuals, family businesses and family offices.

Sarah assists families with the complexities that come with holding, building and transitioning their private wealth. She works closely with Forsyth Barr Investment Advisers and a family’s wider professional advisory team on private wealth and succession strategy, family governance, family office design and review, next-generation education and preparedness, family enterprise and agri-business advisory, and business exit and liquidity planning.

Sarah holds a Bachelor of Commerce and a Bachelor of Laws from the University of Otago and is a TEP (Trust and Estate Practitioner). Prior to joining Forsyth Barr, Sarah worked in the Private Wealth team of a leading international law firm.