My Assets

The Four Pillar Method

The Four Pillar Method is a comprehensive approach to wealth management and succession planning within a family office environment. It involves categorising assets into four distinct pillars, each governed by its own legal and tax rules. This method allows for precise management and planning, ensuring that each asset is handled according to its specific requirements. By leveraging this structured approach, families can navigate the complexities of wealth management with clarity and confidence, securing their legacy for current and future generations.

TRUST ASSETS ESTATE ASSETS COMPANY ASSETS LIFE & PENSION ASSETS

Trust Assets

Trust assets are held by trustees and managed in accordance with a trust deed. These assets encompass all properties owned within a trust structure, regardless of their global location. The Trust Deed, the Trustees, the Letter of Wishes, and the definition of the beneficiaries are integral components of this structure. As a niche company dedicated to generational wealth, we regard stewardship as a fundamental pillar of our business.

Local Trusts

We offer comprehensive services for the creation, management, and advisory of trusts, including family trusts, employee trusts, BBBEE trusts, and other specialised trust vehicles.

Offshore Trusts

On a global scale, we provide advisory services to beneficiaries and trustees, and act as protectors for offshore trusts.

Estate Assets

Estate assets are owned by an individual and are subject to marital regimes. Succession is managed by an executor in accordance with a will, or under the rules of intestate succession or forced heirship. Our expertise ensures that these assets are handled with the utmost care and precision, reflecting our commitment to safeguarding generational wealth.

Local Estates and Heirs

We offer comprehensive administration, advisory and drafting services for all local estates. This includes the revision of Antenuptial Contracts (ANCs), estate duty and liquidity calculations, and global estate optimisation from a tax and efficiency perspective. Our approach ensures the smoothest and quickest transfer of wealth, optimised for tax and cost efficiency.

Offshore Estates and Heirs

With an in-depth understanding of international regulations, we adeptly navigate the complexities of offshore management.

Company Assets

Company assets are owned by the company itself, managed by its directors and governed by the memorandum of incorporation. These assets belong to the company, not the shareholders. The company, along with the relationships and agreements between shareholders, requires specialised attention to ensure proper management and compliance.

Local Companies and Structures

We provide advisory, drafting, and revision services for company structures and corporate documents, including Memorandums of Incorporation (MOIs) and shareholders’ agreements. Our goal is to ensure accurate records of shareholdings and to design robust plans for business continuity in the event of the death of a shareholder or key person.

Offshore Companies and Structures

We offer expert guidance in establishing and managing offshore companies and structures, tailored to meet your unique needs. Our services provide strategic advantages such as asset protection, tax optimisation and enhanced privacy. We ensure that your offshore entities are structured efficiently and effectively.

Life & Pension Assets

Life and pension assets are managed by trustees of the respective funds and are subject to policy rules and beneficiary nominations. These include pension, provident, and retirement annuity funds, as well as the proceeds of life cover. Governed by specific legislation, policies and beneficiary nominations, these assets are managed with a focus on long-term security and relationships.

Local Life Cover

We offer comprehensive life cover solutions, including Pension, Provident, and Annuity Funds. Our services ensure that your local life cover is tailored to meet your specific needs, providing financial security and peace of mind for you and your beneficiaries.

Offshore Life Cover

Our offshore life cover services include Investment Wrappers and Pensions. We work with strategic global partners to provide robust and tax-efficient solutions that protect your offshore assets and ensure seamless integration with your overall estate planning strategy.

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Empowering your financial decisions with key insights.
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NEWS & HIGHLIGHTS

SITEMAP

OUR COMMMUNITY

My Assets

Empowering your financial decisions with key insights. Need more info or clarity? We’re here to help

GET IN TOUCH

NEWS & HIGHLIGHTS

SITEMAP

OUR COMMMUNITY

Empowering your financial decisions with key insights.
Need more info or clarity? We’re here to help