Our specialist financial advisors offer advice to residents and non-residents of South Africa together with specific investment advisory services to offshore trustees. These services include:
Offshore Investment and Portfolio Management Advice
Utilisation of the South African offshore exchange allowance
Establishment of new and review of existing offshore investment portfolios and structures
Facilitation and implementation of Asset Swap/ Transfer Facilities
International Estate Planning
Guaranteed Structured Products
International Pension Plans
Sourcing of quality UK Investment Property
Offshore property investment structures
Offshore Trusts and Companies in Leading offshore jurisdictions ie: Mauritius and Switzerland
Foreign direct investments for South African companies.
Forex
Finally, we have strategic alliances with highly qualified risk advisors (personal life or business assurance), accountants, attorneys, short term insurers and tax specialists, with whom we work closely to ensure that you get a comprehensive and value added service offering. These partners have undergone strenuous due diligence investigation from our side so that we can rest assured they will offer you high quality advice and the best of service.
