Everest Wealth

Fiduciary Services

Success Built In A Journey Well Spent

Everest Wealth has collaborated with one of the market leaders in Fiduciary Services to ensure that your wealth is not only protected whilst you are alive, but to ensure that the greatest value of wealth is transferred to those you leave behind. 

We provide you with a tailor-made solutions

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

Estate & Tax Planning

The term “estate” refers to all assets which are regarded as the property of an individual and also includes those assets which are regarded as deemed property upon their death. The estate is also inclusive of an individual’s liabilities which are deducted from the total value of their assets upon death.

Establishment of Living Wills, Last Wills & Trusts

A trust is an arrangement that allows someone to hold assets for the benefit of the trust beneficiaries. A trust is mainly created for the purpose of protection of a minor’s inheritance and ensuring that the founder’s legacy is maintained on behalf of the beneficiary. There are two main types of trusts:

Independent trust administration & trustee appointment

We assist with the comprehensive administration of Trusts, which includes the following:

Administration of deceased estates

It is of importance that you seek professional advice when drafting a valid Will. This is to ensure that your Will complies with the legal formalities, as set out by the act, and that it makes provision for specific complexities and optimal tax structuring solution.
Learn more about Everest Wealth capabilities.

Ensure that your wishes are provided for and adhered to.