Leave your most valuable assets to those you value most.
You've spent a lifetime creating your wealth. Ensure that it lives on, long after you're gone. Our Fiduciary Specialists will help you ensure that your family’s wealth is preserved for generations to come. We strive to give you peace of mind knowing that you are able to leave a legacy that is meaningful to you. Our specialists have the experience, knowledge, skills and insight to develop the most appropriate solution for you.
Get clear guidance on how you want your wealth distributed.
Our specialists simplify the seemingly complex issues associated with structuring your wealth. Using their shared knowledge and technical expertise, they assist you with a range of services.
- Drafting
- Executorship
- Administration of deceased estates
While our premium services are designed for clients with estate values of above R10 million, we believe that every client should have a valid will. We therefore offer an online wills capability that will allow financial planners to draft basic, yet robust wills for their clients who have estates valued below R10 million.
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- Independent professional trusteeship
- Trust administration, accounting and tax
- Trust information and amendments
- Trust audits
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- Review estate plans
- General fiduciary support
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Fiduciary Services