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For My Business

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> R10m annual turnover

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Financial planning


Trusts and trusteeship

Protecting your assets

Our professional trustee services can alleviate the stress and burden of dealing with trust administration. Our experts work closely with all concerned to ensure your trust meets the objectives and needs of the beneficiaries.

When to consider setting up a trust

Trusts can help you achieve essential estate planning and wealth transfer goals such as long-term legacy planning, family well-being, and charitable giving.

We set up a variety of trusts and administer them for you.

Young professional

As you begin your career and establish your financial standing.

For your family

As your family grows, a trust provides a valuable structure to help you plan ahead and grow their future.

Loved ones with special needs

Protect the interests of your loved ones who are not able to look after themselves.

Your business legacy

A trust might be an efficient and appropriate structure for business planning opportunities.

Retiring and your legacy

Retirement provides an opportunity to reflect on objectives pertaining to how retirement benefits are invested and protected.

Have offshore assets

An offshore trust can help protect and manage your offshore assets.

Find the right trust solution for you

The world of trusts is not a one-size-fits-all. Choose a trust that reflects your unique wishes for how your assets are handled now and in the future.

Why choose us?

Client first focus

By building highly personalised relationships with mutual trust, we partner with our clients throughout their journey from wealth creation to wealth preservation.


Access to a team of trust specialists with the necessary legal and tax expertise to navigate you through the complex trust landscape.

Nationwide support

With offices in all regions to support and advise you through the process.


We shall remain fair and impartial while acting in the best interests of the trust and its beneficiaries.