WEALTH SUCCESSION WHERE FAMILY WEALTH SUCCEEDS FIND OUT MORE

ENSURE YOUR WEALTH IS TRANSFERRED ACROSS GENERATIONS

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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Our Offices

CONTACT US

  • Menlyn Corporate Park, Block C,
    3rd Floor, Suite 3C & 3D,
    Cnr Garsfontein Road &
    Corobay Avenue, Waterkloof Glen,
    Pretoria, 0181
  • +27 12 001 2704

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