FIDUCIARY SERVICES
Wealth and Legacy™ Group provides fiduciary services designed to help clients structure, protect and transfer wealth across generations. Our work spans personal estate planning, trusts, deceased estate administration and company secretarial services, with each service considered within the client’s broader circumstances where appropriate.
These services often overlap. A Will may interact with a trust, a company may form part of an ownership structure, and estate administration may involve investments, tax, trusts and business interests. Our aim is to ensure that the individual parts work together coherently rather than being considered in isolation.
Wills & Estate Planning
Plan how assets, responsibilities and family arrangements should be dealt with on death, and ensure that the Will fits the client’s broader estate and financial plan.
Trusts & Trustee Services
Establish and administer appropriate trust structures, provide guidance to trustees and, where suitable, act as corporate trustee to support sound governance and continuity.
Deceased Estates
Assist with the administration and winding-up of deceased estates, including support for executors and beneficiaries and coordination of the legal, tax and financial matters that arise.
Company & Secretarial Services
Assist with company establishment, CIPC administration, statutory records and company secretarial requirements, including structures that form part of a wealth or estate plan.
Where these services form part of a broader Wealth and Legacy Plan®, we consider how the relevant fiduciary arrangements interact with investments, risk protection, tax and other financial planning considerations.