We are partnered with qualified attorneys that will ensure that your most precious assets are protected in the final step of your portfolio management, offering you advice and service in the following:

  • estate planning
  • the drafting of wills
  • the winding up of deceased estates
  • the establishment of inter vivos/ testamentary family planning trusts
  • the establishment of charitable trusts
  • the establishment of trusts for property-owning purposes or any other purpose
  • the administration of trusts
  • advice on the powers and duties of executors and trustees

Plan ahead, protect your assets…

Fill in the simple form below and we’ll call you right back!
* N.B. Some fields are mandatory


EXCLUSIVE OFFERINGS FOR PROFESSIONALS

LIFE COVER

DISABILITY COVER

BUSINESS ASSURANCE

WILLS AND ESTATE PLANNING

MEDICAL AID

OFFSHORE INVESTMENTS

SHORT TERM INSURANCE