Welcome to Trustees for the Future

 

ARCHITECTING LEGACIES
& PROTECTING THEM
PASSIONATELY.

OUR SERVICES

OUR
CLIENT VALUE
PROPOSITION

 We care about you and your family’s Financial- and Estate Planning needs and objectives and we will design and structure the appropriate and suitable plan to support that.

We are committed to ensuring that these objectives are achieved, even though circumstances may change. We are passionate about forming a trusted relationship with your family that will stand the test of time, protect your legacy and advise and support your loved ones, when you are no longer capable of doing so yourself.

MEET OUR TEAM OF EXPERTS

What Sets Us Apart 

Where Expertise Meets Passion

At Trustees for the Future, we are committed to ensuring that these values are achieved. We are passionate about forming a trusted relationship with our clients’ family that will stand the test of time, protect their legacy, and advise and support our clients’ loved ones when our clients are no longer capable of doing so themselves.

  • Our Legacy: Multiple generation client relationships (spanning over 24 years).
  • Expertise: 136 years of collective experience, with 48 years shared among three fiduciary advisors.
  • Qualifications: 19 formal qualifications among 3 advisors and a total of 12 employees.
  • Professional Accreditations: Tax practitioners, Certified Financial Planners, Corporate secretaries, FISA members and Attorney, Notary and Conveyancer.

OUR SERVICES

WHAT WE  DO

We have four pillars of offerings dedicated and custom designed with our clients’ best interests in mind.

“People don’t care how much you know until they know how much you care”

-John C Maxwell

1. Estate Lifecycle Solutions

This service ensures seamless estate planning, administration, and transition across generations. It involves structuring estate documents to minimise legal disputes and ensure efficient execution of the testator’s wishes.

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2. Trust Governance and Administration

This service ensures that trusts are properly administered and compliant with all legal and governance requirements.

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3. Asset Protection & Wealth Optimisation

This service focuses on protecting assets from legal risks while ensuring optimal wealth transfer and governance.

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4. Ad Hoc & Customised Fiduciary Services

This service is focused on providing high-level advisory and structuring, addressing specific fiduciary needs on a case-by-case basis, without long-term administrative obligations.

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TRUSTEES FOR THE FUTURE

OUR VISION, MISSION AND VALUES

 

OUR MISSION

A FIDUCIARY SPECIALIST company collaborating with your financial advisor, auditor and attorneys, advising our combined clientele on practical- and executable solutions on holistic Estate planning, Corporate governance complying with current regulatory requirements and Trust- and Deceased estate administration with unique insight, transparent fairness and compassionate realism to ensure YOUR legacy is administered, managed and protected during your lifetime and well beyond, serving a greater purpose. Through continuous and efficient review and implementation of appropriate solutions, we aid our clientele in navigating their needs and objectives in a rapidly changing environment – a custodian worthy of your trust.

OUR VISION

TRUSTEES FOR THE FUTURE is a team of experts committed to passionately designing and structuring an executable legacy preservation- and succession plan with unique insight and wisdom, providing our clients with the peace of mind that their legacy and that of their families, will be administered, protected and cared for, now and beyond their lifetime.

OUR CORE VALUES

• Serving a greater PURPOSE
• Compassionate REALISM
• Applied WISDOM
• Executable EXPERTISE
• Transparent FAIRNESS
• Unique INSIGHT
• WORTHINESS
• Leaving a LEGACY
• EFFICIENT IMPLEMENTATION
• EXECUTION of COMMITMENTS

WHAT OUR CLIENTS HAVE TO SAY

TESTIMONIALS

“When a loved one pass, the last thing one needs to worry about should be handling the estate of the deceased.  We are fortunate to have Karen and her team aid us as a family in this process. Their professionalism and compassion go beyond measure. From financial planning to estate and trust management, I can wholeheartedly recommend Trustees for the Future.”

~ Herman Myburgh

 

“I would like to thank you and the whole team at Trustees for the Future for the professional way you have handled my clients regarding secretarial services, estate planning, and especially the role you undertake as an independent trustee. It is not only the peace of mind that the legal aspects are dealt with, but also the interaction with our clients over the years ensuring their assets in trysts are protected and managed for the beneficiaries. You really took a specialised section in my office relating to trusts and turned it into one of our strongest value-added services. I have not me another firm with the expertise and caring that Trustees for the Future bring to the party.”

~ PM Kruger

 

“I am a Certified Financial Planner, I met Karen Eckley through a mutual client, who strongly recommended her to me.  I have been seeing his trust administration and was very impressed. He assisted me to meet with Karen. I have introduced some of my largest clients to her, for Trust related advise and general estate planning. I can without any reservations recommend her. She has been very knowledgeable, and trustworthy and the advice was very beneficial for my clients. She has also assisted them to get their tryst administration in good order.”

~ Riaan Reyneke

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