Future-proof your wealthBuild a lasting legacy with Old Mutual Fiduciary Services
wealth solutions fiduciary services

What are Fiduciary Services?


You've spent a lifetime creating your wealth. Ensure that it lives on, long after you're gone. Old Mutual 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 SpecialistGet 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.

These services include:


Wills & Estates

  • Drafting
  • Executorship
  • Administration of deceased estates


Trusts

  • Independent professional trusteeship
  • Trust administration, accounting and tax
  • Trust information and amendments
  • Trust audits

Advisory

  • Review estate plans
  • General fiduciary support
Why choose Old Mutual Wealth’s
Fiduciary Services
Copyright Old Mutual Limited 2020 | Disclaimer Privacy Notice
Copyright Old Mutual Limited 2020
Disclaimer Privacy Notice
Old Mutual Limited (OML) is a premium African financial services group that offers a broad spectrum of financial solutions to retail and corporate customers across key markets in 14 countries.
Old Mutual Share Price




Indicators