MANAGING DIRECTOR: CITADEL FIDUCIARY PROPRIETARY LIMITED
I am the fiduciary advisory partner based in Citadel’s Durban office. I value the constructive nature of this area of the law because I am able help clients plan their legacies thus benefitting the generations thereafter. I feel privileged to be trusted by my clients to really understand their personal circumstances. Planning one's estate can be an emotional undertaking especially in the context of challenging family dynamics, but also an incredibly rewarding one if planned thoroughly, taking all aspects into account. Before joining Citadel in August 2012, I worked at Maitland for more than 10 years. My passions include environmental and sustainability issues and I can usually be found gardening, reading or walking my dogs on the beach.
t: +27 31 815 8810
Assistant: MICHELLE JOHN
t: +27 31 815 8818
THEUNIS EHLERS CFP®
DIRECTOR: CITADEL FIDUCIARY PROPRIETARY LIMITED
My career in financial services spans more than twenty years and includes banking (FNB), estate administration (Absa Trust - Administrator and Manager), financial planning (Momentum Agency), fiduciary planning and wealth structuring (Absa Wealth). I am married to Anneline and we have two children, Karen and Tehan. We enjoy scuba diving, underwater photography and running.
t: +27 12 470 2726
Assistant: YOLANDI DIESEL
t: +27 12 470 2728
SAMANTHA LANCE CFP®
B PROC, ADVANCED DIPLOMA IN FINANCIAL PLANNING
I am a Fiduciary Partner at Citadel in the Sandton office. I do estate planning and fiduciary work because it is truly one of my passions. Having a daughter myself, I get a great feeling when clients walk out of will executions and fiduciary planning sessions happy and smiling because they know that their family is taken care of, even when they can no longer do it themselves. After qualifying as an attorney, I joined the financial industry 19 years ago and I have loved every step of the way. In my free time, I love keeping fit and spending time at the gym.
t: +27 11 722 7637
BCom Law and Accounting (NWU Potchefstroom), LLB (NWU Potchefstroom), GradICSA Chartered Secretaries Southern Africa
I joined Citadel in September 2018 as a Fiduciary Partner. I obtained my BCom Law degree (with Accounting) in 2011 and my LLB in 2013 from the North West University, Potchefstroom Campus. In 2014 I was appointed as Candidate Attorney at Edeling van Niekerk Inc. and after being admitted to the bar, they employed me as a professional associate, specialising in personal injury and professional negligence. In my search for new challenges and to broaden my professional horizons, I enrolled at Chartered Secretaries Southern Africa and obtained the designation of Graduate of the Institute of Chartered Secretaries and Administrators in 2017. With a passion for law and finance, joining the Fiduciary Team in Citadel is the perfect fit. I am committed to securing our clients’ wealth and ensuring that they “reach their own remarkable”, within the ever-changing legislative frameworks. When I am not at work, my family and friends are very important to me and I love spending quality time with them. I also enjoy a round of golf whenever time permits and love being outdoors – hiking, camping or visiting new places in and around South Africa.
t: +27 11 722 7650
JAN DAWID LUTTIG CFP®
BA LAW (US), LLB (US)
I am an admitted attorney since October 1998 and practiced as such in the Estates Division of Symington and De Kok Attorneys. I then joined Sanlam Trust to be part of their Estates and Wills Division. In March 2008 I joined Citadel as a fiduciary partner in the Cape Town office. My focus and absolute passion is to assist individuals and families with their estate as well as succession planning, providing quality advice regarding wills, local and offshore trusts, estate duty and other relevant taxes, as well as deceased estate administration. I also represent Citadel as professional trustee on a number of local trusts. Alongside work, I am a dedicated husband and father of three children, mountain bike enthusiast and an avid cricket supporter.
t: +27 21 670 9146
LLB, ATTORNEY OF THE HIGH COURT OF SOUTH AFRICA
I am a practicing attorney of the High Court and have been an associate of Phatshoane Henney Inc. Attorneys since 2010. I joined the Citadel fiduciary team in 2012. My focus and passion lie in the areas of drafting tailor-made wills and trust deeds, estate planning and conducting trust legal audits. I am very passionate about helping people to realise the importance of proper estate planning, as it will secure a legacy for generations to come. My hobbies include reading, writing and singing. I also enjoy spending time with my husband and our mini Schnauzer.
t: +27 21 670 9163
B COM LAW, LLB
I have been a Fiduciary Partner at Citadel for almost 6 wonderful years. My passion is to provide all our clients with comprehensive estate planning and fiduciary solutions. I believe in helping clients realise the importance of taking the necessary steps to ensure their affairs are in order so they are able to realise their estate planning needs and objectives. To facilitate this, I assist clients with drafting their will, drafting trust deeds, conducting trust deed audits and the administration of living as well as testamentary trusts. When I am not busy with clients, I love spending quality time with my loving husband and our good friends!
t: +27 12 470 2572
Assistant: CHARNE MOFFAT
t: +27 12 470 2518
I am a practicing attorney, notary and conveyancer of the High Court and have been a director of Phatshoane Henney Incorporated Attorneys (previously Naudes Attorneys) since 1997. As part of the exciting joint venture agreement between Phatshoane and Citadel, I work exclusively as a full-time fiduciary specialist within Citadel’s fiduciary team. My expertise and experience lies in the field of estate planning and deceased estate administration. I am convinced that there are always solutions to the challenging problems confronting families, heirs and creditors during the difficult time after someone's death. The administration of an individual’s deceased estate is always uniquely complex in terms of personal dynamics, legal and administrative issues, asset composition and tax issues. An excellent team of experienced estate administrators in Bloemfontein assists me. It is our privilege to serve and support, with distinction, interested parties and the estates under our administration.
t: +27 51 400 4020
Assistant: RONEL VAN NIEKERK
t: +27 51 400 4047