The experts in our Estate Planning Team understand that estate planning is personal and bespoke - every family is different, evolves differently and has different needs in respect of its security, prosperity and succession. And this continues to change as families change. We understand this and ensure that our estate planning philosophy aligns with the needs of our clients not just today, but throughout their lifetime.
Our team has established experience in assisting clients with multi-generational estate planning as well as the correct implementation and maintenance of estate plans and accompanying structuring. The multi-generational nature of our approach provides comfort to clients that sufficient provision has been made for their families after death in accordance with their wishes.
Our team considers local as well as international estate planning for clients that wish to include onshore and offshore assets in their familial planning, with tailored solutions provided that are capable of being extended globally through collaborative support of experts in other jurisdictions. The team also works closely with client wealth managers to integrate estate planning in the broader wealth plan of the client.
The estate planning approach applied by the team dovetails seamlessly with our Trust Office Team in respect of independent trusteeship support, our Tax and Corporate Advisory Teams in respect of any required corporate structuring, our Tax and Accounting Team in respect of all aspects of SARS reporting and estate accounting, and our Deceased Estate Administration Team in respect of the correct administration of the deceased estate of a client. In our Estate Planning Team clients have a single point of entry for the planning and coordination of all aspects of their estate planning and administration.