FIDUCIARY SERVICES

To craft a unique, artisanal product of superior quality, master distiller, Nic Janeke applies unparalleled skill, superior knowledge of all complex aspects of the process, meticulous attention to detail, as well as constant innovation.

Through our affiliate within the Sanlam Group, the team of world-class experts apply these same principles when approaching the ever-changing and complex global fiduciary environment in offering the following services:-

  • The formation and registration of trusts;
  • Providing independent trusteeships;
  • Advice on complex structures, asset restructuring and bequests in foreign jurisdictions;
  • Advice on emigration and immigration, foreign earnings and the application of any double taxation agreements and other taxations issues;
  • Advice on corporate restructuring and amalgamation transactions;
  • Updating trust deeds to ensure that they are consistent with the most recent requirements;
  • Updating of wills; and
  • Advice on the establishment and management of charitable organisations, their exempt tax status and tax deductible donations.

Contact Private Wealth

BECOME A CLIENT