Archive for category: Trusts

Empowering generations through purposeful guidance and planning

Estate Planning, Financial Advisors, Financial News, Financial Planning, Property Investment, Succession Planning, Trusts

Building wealth with purpose, tradition and innovation.

20th May 2025

Turning aspirations into lasting impact. Preserving legacies and building financial prosperity.

Estate Planning, Financial Advisors, Financial Planning, Succession Planning, Trusts

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

15th April 2025

Building bonds that last: The heart of Wealth Succession

Estate Planning, Financial Advisors, Financial Planning, Succession Planning, Trusts

The transformative power of strong relationships in ensuring seamless wealth transfer across generations.

18th March 2025

The curious case of the lesser seen funding mechanism

Trusts are fantastically peculiar and continue to confound jurists and legal scholars and have been doing so for hundreds of years.

19th July 2022

An on-off Relationship of Trust

South 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.

7th August 2020