Our Trust Office forms part of PH Fiduciary and works closely to support our fiduciary and commercial specialists in delivering estate planning and tax and accounting services to private clients and their trusts and investment companies. 

The Trust Office team understands the complexity of the modern trust and company landscape. With a dedicated team of advisors, the Trust Office is geared to helping trustees and directors with the support needed to address the variety of legal, administrative and compliance issues that their trusts and companies may face.

The Trust Office also assists corporate and trust clients with compliance in respect of the new Beneficial Ownership reporting to the CIPC, the Master of the High Court and SARS, including support to maintain and keep current all records needed for such reporting.

For trusts clients, the Trust Office can also take up the position of an independent corporate trustee on client trusts and provide the necessary governance support to the trust in this capacity. 
The Trust Office also provides company secretarial support for companies to ensure that securities registers and certificates are up to date and accurate.

Our Trust Office team works closely with and are personal advisors to our clients, building long-term relationships based on trust, service excellence and responsiveness. 
Tailored services provided by the Trust Office include:

Trusts:

• Acting as independent trustee on client trusts
• Trust management and maintenance
• AML beneficial ownership reporting for trusts to the Master of the High Court
• AML beneficial ownership maintenance for trusts

Companies:

• Company secretarial support
• AML beneficial ownership reporting for companies to the CIPC
  

Related Services:

• Basic estate planning
• Integrated estate planning, including offshore estate planning and structuring
• Tax advice
• Trust and company accounting and taxation
• Corporate structuring
• Deceased estate administration