“We work with numerous independent institutions in the offshore market to structure solutions for those clients looking to diversify their portfolios across economies.”
CORE SERVICES
- Wealth management for private clients; the process of allocating capital to investments and managing it, internationally and domestically
- Financial planning, which creates the context for relevant wealth management
- Income and financial needs analysis
- Active management of local and offshore investment portfolios
- Pre- and post-retirement reviews and planning
- Tax-efficient estate planning, including will drafting and establishment of local and offshore trusts
- Management of local retirement funds: retirement annuities, living annuities and preservation funds
ADDITIONAL SERVICES
- Development of South African employee retirement/benefit schemes
- Domestic and offshore life assurance
- Buy-and-sell agreements and related items
- Cash deposits and cash management
- Foreign investment allowances and asset swap facilities
- Offshore company information & company administration services
EXPERT FINANCIAL ADVISORS
SAVINGS AND INVESTMENTS
TAX BENEFITS
HOLISTIC FINANCIAL PLANNING
LIFE COVER
