We provide an all-inclusive multi-family office management function, which takes your personal, corporate and family interests into consideration.

This includes:
• Implementation and management of your corporate and trust structures.

• Drafting and implementation of a comprehensive estate and succession plan.

• Serving as the intermediary between all your advisors, while ensuring your best interests are prioritised.

• Formation and registration of Trusts and Companies.

• Safeguarding your legacy.

We continuously evaluate the efficiencies and capital requirements of your structure ensuring that all the individual elements complement each other.

This includes:
• Shareholder agreements on new and existing ventures.

• Personally tailored loan agreements.

• Subscription agreements completed.

• Purchase/Sale of share/unit agreements.

• Restructuring of assets between entities in accordance with prevailing corporate rules.

We provide a comprehensive independent trustee service to our clients ensuring that all trust related matters are compliant in terms of South African trust and estate legal framework.

This includes:
• Making sure that the Trust Deed is kept up to date with any changes and updates in South African trust law.

• Dealing with all aspects relating to the trust administration, including all contact with the Master’s Office and any other regulatory authority.

• Ensuring that the trust is being utilised to its full capacity and managed/operated in line with the original objectives of the trust.

• Facilitation of trustee meetings, keeping of agendas and minutes in said meetings.

• Ensuring that all items raised in the above-mentioned meetings are actioned and implemented afterwards.