EVERYTHING YOU NEED TO KNOW
News and Advice
With all the experts we have on our team, we want to share their expertise with you,
and keep you up to date with the latest news in legislation.
The Phone Call Nobody Wants: Money, Death, and What Happens Next
It usually starts with a phone call in the middle of the night. Within hours, a family that's still in shock has to start making decisions about money, decisions most of us have never had to think about before. Where does the money for the funeral come from? Will the...
The Power of the Will
Wills week is upon us and today I would like to take some time to tell you a bit more about the dangers of dying without a valid will in South Africa. The Oxford dictionary defines a will as… Sound exciting? No? I kind of expected as much. With the baton blatantly...
Navigating Legacies: Trustees for the Future’s Innovative Approach to Administration of Trusts with Special Needs
Navigating the complex realm of fiduciary and trust services, Trustees for the Future adopts an innovative strategy in the administration of trusts, involving mentally incapacitated individuals, minor children, or those with special needs. At the core of our mission...
Empathy: The Essential Foundation in our Administration Deceased Estates Offering
Where there’s a WILL, there is a way In a recent compelling study conducted by a group focused on contact centres, individuals were asked "In one word how would you describe the best customer service" The top five words mentioned, were: Empathy Satisfaction Listening...
The changing landscape of family offices
At Trustees for the Future, we're thrilled to share the latest insights on the changing landscape of Family Offices. Traditionally, Family Offices have been the domain of high-net-worth families, expertly guiding them through financial, investment, estate, and...
FAMILY OFFICES: A VARIATION EMERGES
By Sydney EckleyFiduciary Advisor The traditional concept of a “Family Office” has predominantly been reserved for casual corporate conversation in distinguished company, over chilled champagne, and crisp caviar cocktails. If the latter is even a real thing. You’ll...
What if you manage your Trust, like you service your car?
By Sydney EckleyFiduciary Advisor You might have heard rumours of changes in trust law. You might even have heard of the amendments to the Trust Property Control Act (“TPCA”) and the rigorous reporting standards recently published by SARS. If not, feel free to read...
Maintaining Your Trust: Why Regular Review and Audit of Your Trust Deed is just as important as Servicing Your Vehicle
By Tamara WallisDirector & Fiduciary Specialist Investing in a motor vehicle is a significant financial commitment that plays a crucial role in our daily lives. To ensure that our cars continue to operate optimally and provide reliable transportation, it is...
Trusts are changing once more, ensure you adapt
By now, it is trite that the value of an appropriately administered Trust, cannot be understated. What might be less widely publicised is the fact that throughout the years, Trust administration has undergone innumerable changes, constantly and fiercely testing the...
Planning for Mental Incapacity in Old Age: Who will manage my funds?
Making decisions is an important part of our lives. We make decisions relating to matters such as where we live, health care, employment, and financial affairs (to mention but a few). As improvements in medical science and technology allow us to live longer,...