Future-proof your wealthRead more about how to build a lasting legacy with Old Mutual Wealth Fiduciary Services

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.
Dedicated Fiduciary Specialist

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.

Wills & Estates

  • 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.

A financial planner talks to his client about the importance of drafting a will.
  • Independent professional trusteeship
  • Trust administration, accounting and tax
  • Trust information and amendments
  • Trust audits

A financial planner meets with his client to chat about trust administration.
  • Review estate plans
  • General fiduciary support

A client meets with his financial planner to discuss investment management.
Why choose Old Mutual Wealth’s
Fiduciary Services