Private Client

Our Experience

We advise local and international financial institutions, professional trustees, family offices, wealth managers, proprietor managed businesses and affluent families on a wide range of private client matters. We work closely with a range of international law and accountancy firms and offshore trust companies to provide a full suite of services.

Our Services

We are able to provide comprehensive legal and regulatory advice on all aspects of private client matters and private wealth management. In particular, we have expertise in the following areas, in South Africa and internationally:

  • the establishment and maintenance of family offices;
  • drafting and settling/registering trust instruments/trust deeds;
  • drafting ancillary trust documentation such as instruments of appointment;
  • restructuring of existing trust structures;
  • trust related corporate matters;
  • the creation and operation of private trust companies in Jersey and BVI;
  • the formation of Jersey foundations;
  • employee benefit trusts;
  • charitable and non-charitable purpose trusts;
  • offering of independent trustee services including income tax registration and opening of bank accounts; and
  • drafting wills

Our Approach

We understand that our clients are often concerned about confidentiality and we therefore have the utmost respect for their privacy, especially when it comes to family wealth and succession planning. We understand the importance our clients place on working with people they trust, and we seek to understand their needs and the needs of their families, now and in the future.