With our Home Office suite of services, we look at the complex needs
of family wealth preservation, spanning the set-up and management
of trusts and company structures, including tax and legal advice, to an overall
investment strategy with tailor-made estate planning.

Estate Planning

Protect and preserve your wealth from one generation to the next by reviewing your estate plan and will at least once every two years with our experts.

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Trusts

We offer a full range of Trust services based on specific needs around asset protection, wealth preservation, family provision, estate planning, tax benefits, and more.

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Tax & Accounting

Our specialist accountants expertly can handle all your tax affairs, from trusts and estates, to companies and individuals.

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Company Services

The setting up of a new company or changing existing structures can be very time-consuming. Let us handle it all while you run your business.

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Legal & Compliance

With ever-changing legislation, you need to have a partner who is current and knows what impact new laws and compliance regulations have on your wealth.

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Investment Strategy

As your wealth needs change and shift with time and circumstances, we are there to offer strategies which protect and preserve your financial wealth.

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Executive Services

For decades we have specialised in all aspects in the administration of deceased estates with great care and utmost responsibility to the family and heirs.

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