FIDUCIARY SERVICES

Who will safeguard
your legacy when you

NO LONGER CAN?

WHAT DO OUR FIDUCIARY SERVICES OFFER?

Our team of professionals has more than 40 years of experience in the areas of financial and estate planning, wills, deceased estate administration and trust management.

  • Estate and tax planning
  • Establishing wills, last wills and trusts
  • Independent trust administration
  • Trustee appointment
  • Administration of deceased estates

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.

Everest Wealth clients enjoy the services of a fiduciary at no cost.

To find out more about Everest Wealth’s fiduciary services, speak to your financial advisor or contact [email protected] or call 087 654 8705