Trust administration

A trust is one of the most secure ways to protect your assets and ensure that your wealth is preserved for generations, providing continuity of financial support and protection for your loved ones.

Our products are tailor-made to generate value for you and the generations to follow.

Our solutions include:

Testamentary trust – established on death and works to protect the interests of minors and other dependents who are not able to look after their own financial affairs.

 Inter vivos trust – this is created during your lifetime and is designed to provide protection of the family wealth over generations.

Settlement trust – set up to accept proceeds from policies, divorce settlements, the Road Accident Fund or medical malpractice claims for beneficiaries who are either minors or not able to manage their financial affairs.

Managed agencies – where we manage your financial affairs under Power of Attorney.

  • We draft and review trust deeds
  • We protect and preserve your assets for future generations
  • We ensure that your assets in trust are professionally managed
  • We offer a dedicated relationship officer for the effective management of the trust.
  • We set up tailored investment proposals – no ‘one-size-fits-all’ approach.

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