Protect and Manage Intergenerational Wealth
Professional trust structures designed to safeguard assets, shield family wealth from creditors, and provide for future generations.
What it is & Why it matters
Trusts hold assets separately from your personal name, offering powerful asset protection, estate duty savings, and structured management for vulnerable beneficiaries or minors over generations.
Inter vivos (living) trust
Set up during your life to hold appreciating assets like property or investments, providing ongoing continuity and asset protection.
Testamentary trust
Created inside your last will and testament, coming into effect only at your death to safeguard inheritances for minor children.
Key benefits
Shields family assets from potential creditors and legal liabilities.
Mitigates long-term estate duty and capital gains tax liabilities.
Ensures controlled, continuous management of family wealth.
Related products
Wills
Professionally drafted legal wills ensuring your hard-earned assets are distributed smoothly to your chosen heirs.
Estate Administration
Professional and clinical management of the estate winding-up process to ensure heirs receive their inheritances with absolute efficiency.
Retirement Planning
Strategic wealth creation designed to beat South African inflation and fund your dream retirement lifestyle.
Frequently Asked Questions
Below are some of the most common questions we cover regarding our wealth management, investment, and insurance services.
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