South Africa

Your advantages at a glance

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SOLUTIONS FOR SOUTH AFRICA

Your advantages at a glance

Tax-free assessment and advantageous taxation of the net income at maturity

Greatest possible investment freedom with asset management mandates

Asset protection - risk distribution / diversification

Passing on assets and inheritance planning - Targeted - planned

Tailor-made solutions across generations

You benefit from our many years of experience in wealth and succession planning. We analyse the international markets and are able to recognise and react to changes at an early stage. This way we jointly
identify the ideal solution for you.

Flexible succession planning in the event of changing life situations

Does not fall into the estate, thus great scope for individual structuring, as no compulsory portions.
Various options also in combination with a trust

Independent way of thinking and acting

Our way of thinking and acting, which is free from product selling, allows us to have a sound awareness of your private financial situation - for optimal wealth and succession planning.