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Services

Fiduciary Services

We provide fiduciary services committed to ensuring our client’s legacy and wealth through strategic partners and professional advice on financial structuring, drafting of wills, trusts, and administration of deceased estates.

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These services are provided by a registered investment adviser (RIA) — a trustee, executor, personal administrator or discretionary agent having direct responsibility for managing assets for or on behalf of individuals and families, estates, and trusts.

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These services include:
 

  • Trust and Estate Planning: Formulating a proper estate plan is a multi-faceted exercise.

  • Wills Drafting: Drafting of a will according to legislation and our client’s personal and family circumstances.

  • Safe Custody of Wills: Protecting original wills against damage or loss.

  • Estate Administration: Administration of deceased estates in accordance with the last wishes of the deceased in terms of a valid will.

  • Trust Registration: Drafting and registration of trusts (Inter–Vivos and Will Trusts).

  • Trust Administration: Administration of death benefits on behalf of minors and dependants.

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