Plan for the generation you'll never meet.
Trusts, holding structures and family governance frameworks that hold up under tax scrutiny, emigration, and disagreement between siblings.
Is this the right engagement for you?
This is for you if
- You run a family business with more than one likely successor
- You're considering emigration and need your structures reviewed under exchange control rules
- Your current trust was drafted more than a decade ago and no one has reread it since
- You want a documented family governance framework, not just a will
This is not for you if
- You're looking for aggressive offshore tax avoidance schemes
- You want a once-off document with no ongoing review
- Your estate has no complexity beyond a single beneficiary and a modest estate
A repeatable process, not a one-off deliverable.
Family mapping
We document the actual family structure, business interests and stated intentions — often the first time this has been written down in one place.
Structure review
Existing trusts, wills and shareholder agreements are tested against current SARS and Master's Office practice, not the practice that applied when they were signed.
Structuring or restructuring
We draft or amend the vehicles required, in coordination with your existing attorneys — we don't replace legal counsel, we brief it properly.
Standing review
A biennial review keeps the structure aligned with law, family circumstance and asset base — most estate failures happen from neglect, not bad drafting.
"They found a discretionary trust clause our previous attorney had missed for eleven years — one that would have triggered estate duty on the wrong generation entirely. That single review paid for a decade of fees."
Family business owner Client since 2019, StellenboschBring your existing structures in for a review.
Most families are surprised by what a decade of silence has left unaddressed.
Book a structure review