Protect and Preserve your assets and provide provision for specific family needs.
Formation and Administration
Formation and Administration of Inter Vivos Trusts, Testamentary Trusts and Special Trusts.
There are many benefits to an Inter Vivos Trust, including asset protection and preservation providing provisions for specific family needs, and tax efficiency. The ownership, construction and protection of beneficiaries make Trusts an ideal vehicle for various complex requirements and situations.
We focus on structuring each Trust in a way that aligns with your personal, family and business objectives. By carefully considering control, succession, and risk, we help ensure that the Trust remains practical, compliant and effective over the long term.
Our Solutions and Trust Types
In determining your needs, we offer the below Trust formations:
Inter Vivos Trusts (‘Living’ Trusts)
Testamentary Trusts
Special Trusts
Charitable Trusts
Trading Trusts
BEE Trusts
Educational Trusts
We offer various solutions to these challenges and provide the opportunity to meet clients’ individual objectives, with stability for the present and protection for the future. We thoroughly examine each individual client’s current requirements and future needs, and also analyse existing structures.