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FIDUCIARY SERVICES
Safeguarding Your Legacy
for the Future
Our team of professionals brings a collective of 40 years of experience in financial and estate planning, wills, deceased estate administration, and trust management. We are dedicated to ensuring that your legacy is protected and your wishes are fulfilled.
Our Fiduciary Services Include
- Estate and Tax Planning: Tailored strategies to optimise your estate and minimise tax liabilities.
- Wills and Trusts: Establishing comprehensive wills and trusts to secure your assets.
- Independent Trust Administration: Objective management of trusts to ensure compliance and transparency.
- Trustee Appointment: Professional appointment of trustees to oversee your estate.
- Administration of Deceased Estates: Compassionate and efficient handling of estate matters during difficult times.
Just like Sherpas guide climbers on their challenging journeys up Mount Everest, our fiduciaries act as trusted companions. Our unwavering dedication helps you navigate complex decisions and unforeseen obstacles, ensuring that your intentions and objectives are in good hands throughout life’s challenges.
As an Everest Wealth client, you enjoy fiduciary services at no additional cost, allowing you to focus on what matters most.
Just like Sherpas, who guide and support climbers on their perilous journeys up Mount Everest, fiduciaries act as trusted companions.
Their unwavering dedication helps you to navigate complex decisions and unforeseen obstacles, ensuring your intentions and objectives are in good hands through the most challenging times.
The Endless Knot symbol, made of interwoven lines with no beginning or end represents the seamless cycle of birth, life, death and rebirth.
Get in Touch
To learn more about Everest Wealth’s fiduciary services, please speak to your financial advisor or contact us directly:
fiduciary@everestwealth.co.za | 087 654 8705