Everything you need to know
We Strive
To help you reach your goals and dreams
Vision
To be South Africa’s preferred Fiduciary Services provider, respected and trusted to help our clients achieve their corporate and estate planning goals through practical and achievable solutions.
Mission
We provide comprehensive Fiduciary Services with a keen insight into our clients’ desired outcomes, to help guide our clients through complex corporate governance and estate planning issues, with expertise, integrity and personalized care.
Values
Integrity – Acting openly and honestly with our clients
Client Focus – prioritizing the needs of our clients
Expertise – maintaining the highest level of knowledge and competence in our areas of expertise
Custodianship – managing our clients’ affairs and assets with utmost care.
Meet Our Team
and learn a little more about us and our qualifications
Bachelor of Law (LLB)
Master’s degree (LLM)
Admitted Attorney of the High Court of South Africa
Corporate & Commercial Law
Trust Law
B-BBEE
Wezi is a highly experienced legal and fiduciary advisor, having advised on several commercial transactions during the span of her career. She has over a decade’s experience in corporate & commercial law, trust law and B-BBEE.
- draft and amend constitutional documents (shareholders agreements, bespoke MOIs, trust deeds, association constitutions, etc)
- establish different types of trusts including ownership trusts, inter-vivos trusts, bewind trusts, vesting trusts, discretionary trusts, testamentary trusts and specific application trusts (family trusts, business trusts, charitable trusts, B-BBEE trusts, public sector trusts);
- understanding legislation and common law principles, including the Trust Property Control Act, Companies Act, B-BBEE Act, Public Services Act, Public Finance Management Act and the King Codes of Governance;
- with the administration of the affairs of the trusts and proper record and bookkeeping;
- structuring special purpose vehicles that operate in the public and private sectors;
- the structuring and restructuring of corporate entities/ vehicles;
- statutory applications and filings;
- structuring asset-for-share transactions;
- contract drafting and review;
- asset disposals and acquisitions; and
- fiduciary training.
She also serves as an independent trustee to a variety of trusts and ownership schemes.
Bachelor of Law (LLB)
Master’s degree (LLM)
Admitted Attorney of the High Court of South Africa
Corporate & Commercial Law
Trust Law
B-BBEE
Bachelor of Law (LLB)
Master’s degree (LLM)
Admitted Attorney of the High Court of South Africa
Corporate & Commercial Law
Trust Law
B-BBEE
Edrick has a wealth of experience as a legal and fiduciary consultant. During his career in corporate and commercial law, spanning over a decade, he has assisted numerous organisations in structuring and restructure their enterprises, and high net-worth families plan out their estates, draft wills and trust deeds.
- drafting and amending constitutional documents (shareholders agreements, bespoke MOIs, trust deeds, share subscription agreements etc)
- establishing different types of trusts including ownership trusts, inter-vivos trusts, bewind trusts, vesting trusts, discretionary trusts, testamentary trusts and specific application trusts (family trusts, business trusts, charitable trusts, B-BBEE trusts, special trusts, etc);
- the interpretation of the legislation and common law applicable to estate planning, trusts, and succession including the Wills Act, Trust Property Control Act, Companies Act, B-BBEE Act, Income Tax Act, and Tax Administration Act;
- structuring special purpose vehicles and schemes;
- asset protection and realistion;
- the structuring and restructuring of corporate entities/ vehicles;
- statutory applications and filings;
- structuring asset-for-share transactions;
- contract drafting and review
- estate planning; and
- tax opinions;
- fiduciary training.
