ABOUT US
Wealth Succession is an independent fiduciary company.
The Wealth Succession concept is the result of many years of experience of its founders in the fiduciary/financial industry in South Africa, where many similar offerings is provided as an add-on or client acquisition strategy for financial services businesses.
WHAT WE DO
Trust Assets
Trust assets are owned by trustees and managed according to a trust deed. This silo comprises all assets owned in a trust structure, wherever they may be in the world. The Trust Deed, the Trustees, Letter of Wishes and the definition of the beneficiaries.
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Estate Assets
Estate assets are owned by a living human being, is subject to marital regimes and the succession managed by an executor in terms of a will or in terms of the intestate succession rules or forced heirship rules.
The assets owned directly by the individuals in the family, are subject to death duties and taxes, marital regimes and personal risk. The transfer logic in this silo is governed in a will, ante nuptial agreements and a host of personal relationships.
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Company Assets
Company assets are owned by the company itself, managed by directors and subject to the memorandum of incorporation.
Assets held in companies belong to the company, not the owner of the shares. The company itself as well as the relationships and agreements between shareholders require specialist attention.
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Life & Pension Assets
Life and Pension assets are managed by trustees of these funds and subject to policy rules and beneficiary nominations.
Pension, provident and retirement annuity funds as well as the proceeds of life cover is governed by very specific legislation, policies and beneficiary nominations.
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