Business and estate planning

We develop and formulate strategies for achieving your goals within the ambit of the prevailing laws, with a focus on the following:

• Determining and prioritising your objectives
• Effective structuring of your business and other interests
• Providing advice with the drafting of agreements
• Seamless transfer of your business and financial interests
• Development of succession plans and processes
• Proactive identification and handling of the risks to which you are exposed
• Efficient tax structures (income, capital gains, donations tax, estate duty, etc.
• Alignment of your goals, will, trusts, etc., to attain your objectives
• Preserving your assets for your dependants and heirs.

Investment and retirement planning

The development of strategies to create and protect wealth:

• Providing suitable advice
• Structuring investments according to your risk appetite and objectives
• The continual monitoring of your investments
• Keeping you informed of performance and progress
• Making recommendations if changes are required
• Ensuring your wealth is managed by reputable organisations.

Cost-effective solutions

Though we charge fees for the services we render, we always endeavour to limit costs without sacrificing the quality of service.

We are acutely aware of the negative impact costs could have on the value of your investment or its performance or, for that matter, any financial interest you may have.

Implementation

We are duly qualified to assist you with the following during the implementation process:

• Fiduciary services
  • Trust audits to determine compliance with current legal requirements, as well as the management thereof
  • Drafting of wills ̶ single, joint or massed.
  • Administration of trusts
  • Legal audits, effecting changes
  • Drafting and registration of inter vivos trusts.

• Business planning
  
  • Drafting of agreements: Shareholders' agreements, partnership agreements, loan agreements, buy-and-sell agreements, rental agreements
  • Establishment of companies, business trusts, etc.
  • Conveyancing of fixed property.

• Investment and Retirement planning
  
  • Determining your investment goals
  • Aligning investments with economic conditions
  • Selecting and advising on asset classes with regard to economic conditions
  • Selecting fund managers with proven track records
  • Selecting and advising on goal-oriented investment funds
  • Quarterly report-backs on performance
  • Reviewing and rebalancing portfolios
  • Recommending effective retirement and investment solutions.