Fiduciary and Tax Services
Our services

Fiduciary and Tax Services

Our world-class team of fiduciary and tax experts can offer you integrated advice on local and offshore fiduciary and tax matters, including trusts, estate planning, structuring, wills and executorships. We stay up to date with the changing tax and fiduciary laws on your behalf, ensuring your matters are always handled within the bounds of the latest legislation and best practice.

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Find out more about our bespoke products and services

Offshore Investments

Find out how our team of world-class investment professionals can craft a personalised offshore investment strategy to help diversify your portfolio.

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Whether you want to obtain credit to purchase a property, buy a car or fund a business venture, we use the assets in your current portfolio as security to provide you with immediate access to capital.

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Fiduciary and Tax

As a high net worth individual your tax and fiduciary needs can be complex and hard to manage.

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Local & Worldwide Portfolio Management

Enjoy maximum returns with expertly managed portfolios, crafted to meet your specific needs.

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Interested in our other services? Read more on the Sanlam Private Wealth website