Estate Planning

Under the guidance of our in-house certified financial planner, Elize Bokelman, and a team of attorneys and other financial planners, we offer various estate planning services for you and your family at Confiance Multi Family Office (Pty) Ltd (CMFO):

• Discussion and guidance on your existing Estate plan in conjunction with reviewing and amending your Will and financial structure
• Assistance with arrangements to provide for your family and companies should you pass away
• Assistance with your company and Trust structures
• Assistance with editing your structure to achieve inheritance objectives and company succession to your specific requirements while focusing on recommending structures that are tax efficient for you and the structures in which you have an interest
• Fiduciary services for Trust administration that include annual minutes of trustees and trust formalities.

The planning is done holistically looking at what is available for you and your family given the position of your personal estate, Trusts you benefit from or are involved in and entities used in your individual structure. The planning thus takes into account your individual needs, your business structures and family obligations while looking at creative ways to better your structure given your retirement and succession needs and wants.