Safeguard your family's future with us!Our Services:Personalised Estate PlanningThe 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.
Multi-Generational ExpertiseOur 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.
Local and International SolutionsOur 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. Integrated SupportOur estate planning approach seamlessly dovetails with our other specialised teams:Trust Office team: Independent trusteeship support.Tax and Corporate Advisory team: Corporate structuring.Tax and Accounting team: SARS reporting and estate accounting.Deceased Estate Administration team: Correct administration of deceased estates.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.
29 May 2024, André van Niekerk, Tebello Setleko
22 April 2024, Dr Candice Reynders, Elani van Coller
22 April 2024, André van Niekerk, Dr Candice Reynders
22 April 2024, Tanya Strauss
22 April 2024, André van Niekerk, Francois Fouché
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Advice and support regarding effective corporate structuring, entity formation and restructuring, taxation related aspects, reorganising business assets, mergers and acquisitions, takeovers,...
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The holding of independent corporate trusteeships on inter vivos and testamentary trusts for the local trusts of South African clients as well as broad-based and employee ownership schemes v...
Advice and planning in respect of personal and family estates, integrated estate structuring, fiduciary services, entity formation and registrations, taxation, opinions, trusteeships, drafti...
For the client requiring estate planning that includes international estate assets, advice and planning in respect of personal and familial estates that integrates international estate plann...
Advice and opinions on taxation in respect of estate planning, commercial and equity transactions, business structuring and restructuring, property developments, mergers and acquisitions.
Advice and guidance in respect of the drafting and execution of a will, planning and formation of a family / business / testamentary trust, taxation, compliance and fiduciary aspects, regist...