We are a fiduciary services company situated in the Northern Suburbs of Cape Town, with correspondents nationally.
Our responsibility and commitment towards clients are in a fiduciary capacity and we therefore assist with the protection of your wealth for future generations.
The process starts with planning in the form of an estate plan, drafting a custom Will and creating the correct vehicles in which to see your plan out to the end. Death and taxes are certainties and with careful planning we can provide for and minimise the impact of these respectively.
We assist individuals in creating a legal document (a Will) that outlines how they want their assets and property distributed after their death. This service often includes advising on estate planning and ensuring the Will is legally sound and reflects the testator's wishes.
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We assist in organizing your financial affairs, assets, and liabilities to ensure they are managed and distributed according to your wishes after your death. It involves creating a plan that includes a will, choosing guardians for children, and arranging for the most tax-efficient way to transfer assets to beneficiaries
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We assist in the creation of a trust which revolves around asset protection and estate planning. Trusts can shield assets from creditors, facilitate smooth asset distribution upon death, and provide tailored solutions for various family needs.
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We assist in identifying and managing the deceased's assets, paying off debts and taxes, and ultimately distributing the remaining assets to beneficiaries according to their Will or, in the absence of a Will, according to South African laws of intestate succession.
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Everyone was extremely helpful.
Professional team and friendly staff
