Yes – you should set up a trust for the protection of your family’s wealth. There’s no doubt about it. A trust can be...
A trust to protect your family’s financial future?
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Amplify Family Wealth
Bespoke Financial Solutions for Generational Prosperity
Family wealth services encompass a range of professional services aimed at managing and preserving the financial assets and legacy of families across generations. These services typically include comprehensive financial planning, estate planning, trust administration, and asset protection strategies tailored specifically to the unique needs and goals of high-net-worth families.
SVDP for Special Offshore Tax Structures
Thanks to tax benefits (among other benefits) off-shore company registrations and structures have always been ideal...
What is the estate planning process?
The Estate planning process is essential for family wealth protection. It is intended to ensure that the distribution...
What does it mean to have a family trust and the advantages
A family trust is recognized as the best way to ensure that family wealth is protected over generations. Having a...
How does a trust work in a will to Protect Family Wealth
It’s a well know fact that setting up a Trust for your beneficiaries has advantages over passing on your estate via a...
Why you should put your assets and house in a trust
Your house is most likely to be your most valuable asset, but you need to protect it with the right tax structure. A...
Welcome to our comprehensive guide on managing and safeguarding your family’s wealth for generations to come. At the heart of our services lies the creation and meticulous administration of family trusts, an essential tool for protecting your loved ones and assets. However, establishing a trust is just the first step in a journey towards comprehensive asset protection and effective wealth management.
The TAT team, led by expert accountants specialising in family wealth services in South Africa, offers a range of solutions for your unique needs. We begin with a thorough Family Wealth Assessment, delving into your financial landscape to understand your current holdings, investments, and aspirations. This assessment forms the foundation of our Estate Planning process, where we strategise and implement personalised plans to ensure the smooth transfer of assets across generations.
Central to our approach is the establishment and maintenance of Family Trusts. These trusts serve as vital vehicles for shielding your family’s wealth from potential risks and uncertainties. Our dedicated team provides exemplary executorship, overseeing trust administration with precision and care.
In addition to domestic solutions, we have a vast understanding in Offshore Structuring, offering options to expand your asset protection globally. Whether considering international investments or seeking jurisdictional diversity, our services extend to crafting robust offshore structures aligned with your family’s long-term objectives.
By partnering with us, you gain access to a wealth management strategy designed to safeguard your family’s financial well-being.
Ensuring your family’s legacy remains secure and prosperous.
Setting the stage for a lasting impact on future generations.
Family Wealth