Bank Overview

We combine excellent personal service with innovative financial solutions to assist businesses and individuals to bank the way they want, where they want and when they want.

Capital Overview

We provide capital and create tailored solutions to support your business growth, whether you need an equity partner, property investor or a sophisticated corporate financier.

Wealth Overview

Since 1890 we have provided tailored global and local investment offerings to private and institutional clients.

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Fiduciary Solutions

Overview

Sasfin Fiduciary Services offers solutions designed to assist you in determining and designing your wealth retention and preservation strategy. We will ensure that your legacy is maintained through careful planning and the structured organisation of your affairs.

Why us

Client value proposition embodies holistic financial planning

Fiercely independent in delivering objective, impartial and professional fiduciary advice

Personal attention and high touch service

Team and network of highly experienced Fiduciary Specialists delivering superior client experience and on-going service

Solutions

Personal estate planning, business continuity & risk planning

  • 01Estate planning
  • 02Estate administration
  • 03Drafting Wills
  • 04Trust creation
  • 05Fiduciary related advice



What we offer

Personal Estate Planning
  • Will drafting and review
  • Estate tax, cost and liquidity calculation
  • Marital accrual calculation
  • Drafting of contracts relating to estate planning
  • Estate tax planning and structuring recommendations
  • Trust legal and tax status review
  • Onshore and offshore trust set up
  • Corporate trusteeship
  • Executorship, estate administration and winding up of deceased estates
Business Continuity and Risk Planning
  • Business risk analysis
  • Business continuity plan
  • Correlation of business plan with estate plan
  • Tax effects of businesses in shareholder’s estates including estate duty and capital gains tax
  • Marital regime effects on businesses in shareholder’s estates
  • Drafting of buy and sell agreements
  • Drafting of memorandum of incorporation and shareholder agreements

Contact us

Sasfin Fiduciary Services

fiduciary@sasfin.com

Additional information regarding our services

Personal Estate Planning

Business Continuity and Risk Planning

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