Complexities linked to trusts, estates and the associated tax can have a significant impact on your wealth. To ensure you make the most of your money during your lifetime and that you leave the legacy you intended after your death requires careful structuring. Structuring your wealth is an essential part of our wealth advisory process. Our fiduciary experts pay close attention to developments in industry regulations and changes in legislation so you don’t have to. We focus on how these affect your wealth to ensure that you continue making the most of your money.

Our dedicated fiduciary team will help:

• Provide sovereign protection by housing your assets in an international trust
• Protect your wealth from creditors
• Ensure you benefit from South African and international trust and legislative requirements
• Minimise the legal, compliance and general administration associated with optimising wealth in different legal entities across multiple jurisdictions
• Give effect to your wishes in a disciplined and efficient manner and look after any vulnerable family members
• Limit the impact of death on your loved ones from a liquidity and continuity point of view
• Plan and manage the impact of costs, such as estate duty, and ensure that there is sufficient liquidity to meet such costs

Find out more about our internationally integrated wealth management service

• Get expert, personal advice about how to structure your wealth according to your unique needs and circumstances
• Benefit from a specialist fiduciary team who stays abreast of any relevant legislative, regulatory and compliance requirements that may affect your wealth
• Have peace of mind that your wealth is optimised both from a South African and international point of view
• It pays to speak to people who have been doing this since 1834
• Meet all your wealth management needs from a single contact point – in addition to our fiduciary solutions, we can help you set up an integrated wealth management framework that includes banking, investment, stockbroking, international, philanthropy and insurance products and services, with the convenience of accessing all these services from one point of contact