Who we are
In synergy with top-tier global fiduciary services partners, we provide sophisticated, state-of-the-art Wealth & Tax Planning solutions, assuring robust wealth planning structures for you, your family and dependants. Our Wealth & Tax Planning specialists are highly experienced and TEP accredited offshore specialists whose expertise reaches across 27 offshore jurisdictions.
Our Services
□ Corporate services
□ Registration of local and offshore trusts
□ Independent trustee & protector appointments
□ Trust administration
□ Registration of local and offshore companies
□ Independent director appointment
□ Local and offshore company secretarial services
□ Local and offshore corporate governance
Estate Planning
□ Local estate planning
□ Global estate planning
□ Local and offshore wills and testamentary documents
□ Administration of deceased estates
Land & Asset Protection [LAP]
□ Onshore asset protection
□ Offshore asset protection
Cross Border Structuring and Transactional Advisory
□ Multi-jurisdictional strategies
□ International tax planning and tax opinions
□ Legal and tax strategies
□ Immigration and emigration strategies and advice
Family Office Services
□ Family business succession planning
□ Family governance strategies
□ Property management
□ Daily administration & expense payments
□ Local and international family investment corporate structures including specific travel arrangements
Philanthropy
□ Establishment of local and offshore charitable organisations
□ Charitable strategies and advisory
□ Charitable structure management
□ Charitable governance
Training and Development
Diverse executive and multi-day courses relating to the above-mentioned services.
Tax- and Investment Advice
Independent tax advice is provided by one of our trusted tax advisors, while investment advice is provided by Verum Capital [Pty] Ltd.
Wills and Estates
Independent advice is provided by one of our estate solutions experts.
[ * Please note that for some of the above services provided, you will be referred to an independent product specialist partner. ]
Need to get in touch?
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Verum Administrator who will respond to you shortly.
