It is becoming increasingly important to focus not only on the accumulation of wealth, but also on its longer-term protection and preservation.

Committed to the philosophy of ‘lifestyle preservation’, Citadel Trust creates an individualised estate planning solution that thoroughly integrates all of the advice you receive, to ensure that you reach this goal. As a Citadel Trust client, you are able to access a mix of services from expert practitioners in the spheres of estate, risk and investment planning, across local and international jurisdictions.

Furthermore, a thorough and high-level estate plan is achieved by addressing issues such as custodianship, governance of certain assets, tax planning and general asset protection.

Each solution is characterised by genuine independence and objectivity.

Contact: Francois Fouche
Tel: 021 670 9150
Email: francoisf@citadel.co.za