PLANNING FOR YOUR FAMILY'S FUTURE
01
02
Review of wills and recommendations
Drafting of wills and estate planning
A meticulous assessment of wills, followed by expert advice to enhance the will's clarity, legal compliance, and effectiveness. This process aims to provide peace of mind, minimize potential conflicts, and ensure a smooth execution of their wishes after their passing.
03
Review of trust deeds
A comprehensive process that involves drafting
legally valid wills while considering a broader context of financial, legal, and personal considerations. It aims to ensure that the testator's wishes are honored, their assets are protected, and their loved ones are provided for in a manner that aligns with their intentions. Estate planning is a crucial step to achieve financial security, minimize potential conflicts, and leave a meaningful legacy.
04
Estate duty analysis
A meticulous examination of the trust deed to ensure it accuratelyrepresent the intentions of the parties involved and comply with legal standards. Thisprocess is vital for maintaining the integrity of the trust, protecting assets, and facilitatingthe proper fulfillment of the trust's objectives.
A thorough assessment of the potential tax liabilities associated with the transfer of a deceased person's assets to their beneficiaries. This analysis is essential for effective financial and estate planning, ensuring compliance with tax laws, and optimizing the distribution of wealth to loved ones.
05
Family entity structure review and recommendations
A comprehensive evaluation of the existing family entity structure, followed by expert suggestions for enhancing efficiency, aligning with goals, and ensuring compliance with legal standards. This process aims to promote effective financial management, safeguard family interests, and set a strong foundation for inter-generational wealth management and business continuity.
06
Executorship
The critical role of administering the estate of a deceased person in accordance with their will. Executors bear significant responsibilities, including asset management, debt settlement, and ensuring the distribution of assets to beneficiaries. We, as executors, approach our role with care, diligence, and a clear understanding of our legal duties.
FAMILY CORPORATE STRUCTURES
01
Right-hand-man services
Valuable assistance to individuals by serving as capable advisors, assistants, and problem-solvers. These services help individuals manage their personal and professional lives more effectively, allowing them to focus on higher-level tasks and strategic goals. The term "right-hand man" metaphorically represents a trusted
collaborator who plays a crucial role in the success and well-being of the individual we
are supporting.
02
Corporate secretaryship
The essential role of maintaining legal compliance, supporting effective governance, and facilitating communication within a company. As corporate secretaries, we contribute to the proper functioning of organizations by ensuring adherence to laws, regulations, and ethical standards, ultimately contributing to the company's success and sustainability.
03
Review of corporate structures together with relevant recommendations
A thorough examination of how a business entity or group structure is organized, followed by expert suggestions for enhancing its efficiency, communication, alignment with goals, and overall effectiveness. This process aims to foster a more agile, adaptable, and successful organization in today's dynamic business landscape.
TRUSTEE RESPONSIBILITY &
TRUST ADMINISTRATION
01
02
Trustee responsibility
Trust administration & management
Proper trust administration and management is crucial for upholding the trust's objectives, safeguarding assets, and ensuring that the trust operates in a responsible and ethical manner.
Trustees are entrusted with the fiduciary duty to manage assets, make prudent decisions, communicate with beneficiaries, and ensure compliance with legal requirements.
PRICING
Our fee philosophy is transparency always,
fixed fees & predetermined scopes of work.
and open lines, honest communication.
Onboarding
Service | Description | Price |
|---|---|---|
Single entity | Gathering information and documentation, FICA, Know Your Client, Risk Review | R5 000 |
Multiple entities | Gathering information and documentation, FICA, Know Your Client, Risk Review | R15 000 |
Estate Analysis
Service | Price |
|---|---|
Family entity structure + recommendations | R8 500 |
Drafting or reviewing of wills together with recommendations | R4 700 |
Estate duty calculations and review of long-term insurance requirements | R6 500 |
Family constitutions, family purpose, family purpose, vision & values | As per quote |
Executorship | 2.75% of gross value of South African estate |
Trusts & Family Structures
Service | Description | Price |
|---|---|---|
Trust Deed setup fees | R15 000 | |
Draft Deeds of Amendment | R6 500 | |
Review of Trust Deed | R4 700 | |
Trusteeship | With bi-annual Trust meetings | R7 500 p.a. |
Trusteeship & secretarial services | With bi-annual Trust meetings | R15 000 p.a. |
Trusteeship & secretarial services | Preparation of trustee meeting packs & resolutions | R15 000 p.a. |
Trust administration, Trustee responsibility and management & compilation of annual financial statements | R15 000 p.a. (depending on level of activity of Trust) |
Family Corporate Structures
Service | Description | Price |
|---|---|---|
Review of corporate structures together with
relevant recommendations | R6 200 | |
Directorship | Quarterly board meetings | R12 500 p.a. |
Corporate Secretaryship | Quarterly board meetings
Ad hoc resolutions
Meeting minutes
Preparation of bi-annual board packs
Companies Act compliance | R15 000 p.a. |