Overview

The family business faces the same economic challenges as any other organisation operating in the corporate business environment. Yet it is different: beyond economics, it has a number of unique strengths and weaknesses rooted in its ownership structure.

Where other companies might measure success in quarters, family businesses measure success in generations. Where others might focus only on value, business families focus on values. But at the same time, family dynamics and non-business considerations can derail even the most profitable enterprise, particularly when catalysed by events such as a generational transition or an external economic crisis.

Family office adminstration services

Our administration services ensure the efficient operation and maintenance of inheritance structures. These services include:

• Accounting of all financial transactions

• Preparing annual financial statements

• Preparing audit files (as required) and liaising with auditors

• Comprehensive tax compliance management and planning

• Preparing and filing all documents required by the CIPC (Companies and Intellectual Property Commission), Master of the High Court and any offshore authority

• Bank administration services

• Foreign exchange allowance administration service

• Establishment and maintenance of share registers

• Liaisons with any other service providers

Tax

Our tax services include submitting annual and provisional tax returns, assisting with tax audits, obtaining tax clearance certificates, offering expert tax opinions, query management, tax registration, and all other related taxation services relevant to our clients.

Structuring

Our structuring services design and establish local and offshore inheritance structures in a safe and tax-efficient manner suited to the unique needs of each client, their families, and their assets.