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CITADEL INVESTMENT SERVICES PROPRIETARY LIMITED IS AN AUTHORISED FINANCIAL SERVICES PROVIDER.

Fiduciary Services

What will your legacy be?

ESTATE PLANNING

As your wealth management partner, it’s our job to make sure your money is invested smartly. But, we also consider the next generation. Our team of fiduciary specialists works practically, devising a strategy that includes your will and any trusts.

Our aim is to craft a solution that’s sustainable and relevant for you and your family.
Before we do the planning, we have conversations with you to fully understand you and your lifestyle. We also gather a detailed picture of your assets, and your intended purpose for your wealth. Naturally, these sensitive conversations are kept completely confidential.

DIVERSIFY YOUR PORTFOLIO OFFSHORE

Our fiduciary specialists can assist you with an offshore structure.

INTERNATIONAL RETIREMENT PLAN

Protecting, preserving and building wealth globally for individuals and corporates.

THERE IS NO CRYSTAL BALL

With a thorough fiduciary plan comes peace of mind. Postponing these important administrative details can have profound consequences for your heirs.

TRUSTS

Trusts still have an important role to play within estate planning if they are formed for the right reasons – in other words, not just for tax reasons. Trusts offer benefits such as asset protection and financial continuity. Heirs will also have access to funds from a deceased estate immediately, rather than having to wait for the unravelling of red tape.

Our expertise spans jurisdictions. This is particularly important if you or your heirs are planning to emigrate. Trusts, for example, may be treated differently in a foreign jurisdiction.

WILLS

If it is your wish to have the last say as to how your estate should devolve, then a proper will is essential. There are specific formalities that need to be complied with, and taking a ‘short-cut’ might result in costly and unnecessary delays for your heirs.