Solutions How we can help you

How we can help you

You and your financial planner have access to a dedicated fiduciary specialist to engage with as often as you need. Our fiduciary specialists simplify the seemingly complex issues associated with structuring your wealth. Using their shared knowledge and technical expertise, they assist you with a range of services. These services include:

Wills and Estates

  • Drafting
  • Executorship
  • Administration of deceased estates

Trusts

  • Independent professional trusteeship
  • Trust administration, accounting and tax
  • Trust information and amendments
  • Trust audits

Advisory

  • Review Estate Plans
  • Provide general fiduciary support
R/$ 13.02
R/£ 17.01
$/Eur 1.17
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