Services
Customised Solutions: We identify our clients' current financial situation and their long term needs and then customise a solution to meet these requirements.
Investment Services
Individually structured investment portfolios. Customised solutions for our clients' current financial situation.
Long-term Insurance
We recognise the importance of wealth-protection and offer life assurance, illness and disability cover through South Africa’s premier insurers.
Trustee Services
The formation and administration of trusts, drafting and safe custody of wills, and the administration of deceased estates.
Estate Planning
The aim of estate planning is to preserve family wealth. When your estate is well structured, it is easy to administer and incurs no unnecessary estate taxes.
Offshore Financial Services
We provide offshore Trust and Company formation for clients with global assets. We have associates in Switzerland, Isle of Man, Guernsey, Jersey, Cyprus and Mauritius.
Tax Services
We can assist with general tax planning, annual and provisional tax returns and transactions with the South African Revenue Services.
