Your wealth is more than numbers – it’s your future, your legacy. We help you protect and grow it with the right investment structures, including local and offshore trusts. Combined with specialist guidance on global estate planning and tax across jurisdictions, our integrated approach mitigates risk and unlocks growth.
Whether you invest as an individual, or through a trust or company – our support is personal and tailored to you.
Use our handy checklists to stay up-to-date with this critical aspect of your wealth management.
A local will may not be sufficient to cater for worldwide assets. To deal with complexities such as foreign inheritance taxes and probate issues, you may also need a separate offshore will.
Your last will and testament is one of the most important documents you’ll ever sign. It should be regularly reviewed, especially if legislation or your circumstances change.
The establishment of a discretionary trust, founded by you or one of your family members, is one way of protecting your legacy for generations to come.
We specialise in the formation and administration of trusts, and offer tailored advice on cross-border tax planning for both individuals and trusts. Our team ensures full compliance with evolving regulatory and legal requirements – wherever your assets are held.
We guide the transfer of wealth through thoughtful estate planning and administration – in South Africa and abroad. Our services include advice on complex structures, asset restructuring, and bequests in foreign jurisdictions.
Our team manages tax and accounting for individuals, trusts and deceased estates – including personal income tax and estate-related obligations. It’s an all-in-one service, designed to simplify complexity and ensure full compliance.
Our fiduciary and tax team has a proud track record of meeting - and exceeding - our clients' expectations
AGA(SA), M Comm (International Tax), BComm, H Dip (Taxation Law), MTP (SA)
BComm LLB, H Dip Tax, H Dip Int Tax, CFP, TEP, FPS
LLB, LLM (Estate Planning), M Comm (SA & International Tax), CFP, MTP (SA)
B.Iuris, CFP®, National Diploma in Cost and Management Accounting, Advance Taxation Certificate, Post Graduate Diploma in Estates
Certificate in Archives and Records Management
Diploma (Internal Auditing), Certificate in Investment Analysis and Portfolio Management
