We believe wealth is more than financial – it’s a legacy of trust, purpose and opportunity.
News & Highlights

Succession SA – Nailing the Succession Game
Succession PlanningCountless articles have been written, videos made, lectures and talks given on succession, succession in the context of estate planning, Wills, and the administration of deceased estates, but many people still do not know what they need to plan for.

Common Misconceptions of Permanent Life Partnerships
Estate PlanningFor many people, love, laughter and happily ever after can exist without the big white dress and the church bells ringing. In fact, for many modern couples, living together as man and wife no longer requires a formal marriage being entered.

Pursuing Fair
Estate PlanningA perceived honest commitment to pursue fairness plays a massive role in the acceptance of the outcome. Even unpopular decisions would survive a fairness test when there was an intellectually honest commitment to fairness.

South Africa Exchange Control Has the magic moment arrived?
Financial NewsCircular 2/2020 published on the 27th of February 2020 by the Financial Surveillance Department of the South African Reserve Bank, caused a ripple of excitement for those of us who have been working under the confines of Exchange Control for our entire professional lives.

An on-off Relationship of Trust
TrustsSouth Africans have had a love-hate relationship with Trusts for the longest time. We love the protection it provides against the wrath of a spouse, the greed of SARS and the persecution of creditors. But we hate the costs and admin associated with it, the loss of control and erosion of the tax benefits we enjoyed in the recent past.

Financial Advisors – are we playing well with others?
Financial AdvisorsFinancial advisors mostly take the lead on the client engagement in the financial services industry and are therefore at the very forefront of the client experience. They determine whether a client is experiencing a single-minded sale or an emotionally intelligent service.
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NEWS & HIGHLIGHTS
- Turning aspirations into lasting impact. Preserving legacies and building financial prosperity. 15th April 2025
- Building bonds that last: The heart of Wealth Succession 18th March 2025
- The Importance of Custodianship in wealth management 24th February 2025
- Embracing the future: Our rebranding journey 22nd January 2025
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