FIDUCIARY

A fiduciary duty is a legal obligation to provide the highest standard of care.

When it comes to your money, you must be able to accurately assess the risk the future holds. The solutions that our team of fiduciary specialists provide, draws upon the full scope of our resources which includes the knowledge and experience of our affiliated partners.

The outcome: a personalised solution that is comprehensive and sustainable to ensure you and your family's needs are taken care of.

CONSTRUCTING YOUR WILL

A will should be reviewed at regular intervals, not only to adjust for changing personal circumstances but also to incorporate the impact of regulatory and tax changes.

ESTABLISHING AND EXECUTING TRUSTS

You may already have a trust in place or we identify and execute one on your behalf.

This is an ongoing and additional layer of complexity for your savings for which we and our specialist trust attorney can provide peace of mind. 

STRUCTURING YOUR AFFAIRS

domestically and internationally

The economic events in South Africa over the last few years (and especially 2020) have highlighted the urgency to build an optimum asset allocation from a truly 'global' perspective.  We can no longer rely on the JSE (or other fixed local assets) alone to provide diversification from such concentrated risk.

ALL LEGAL TAX REQUIREMENTS

Whilst we are not active tax practitioners, we certainly are up to date with industry tax regulation. Where necessary we are able to refer clients to an established practitioner from our panel of experts.

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