Protecting What You've Built, for the People Who Matter
Stratwell Advisory assists with estate planning, trust registrations and amendments, and the administration of trusts and deceased estates in South Africa. Our director has served as a trustee on many trusts and as executrix for many estates, so your family’s affairs are in experienced hands.
Trust Registration & Amendments
Trust registrations and amendments, the appointment and removal of trustees, and ongoing trust administration and tax compliance.
Deceased Estate Administration
Our dedicated deceased estates department administers estates from start to finish, including submissions to the Master, with care and clear communication at a difficult time.
Estate & Succession Planning
Planning ahead so your estate is structured tax-efficiently and your wishes are carried out, coordinated with your attorney and financial planner.
For Generations
Estate and trust matters are personal. We take the time to understand your family and your wishes, then handle the technical detail with the same meticulous care we bring to every client relationship.
Clear, Personal and Proactive From Day One
Discovery Call
A relaxed conversation about where you are, where you want to be and what is getting in the way.
Understand & Gather
We collect what we need and get to know your circumstances properly. No generic checklists.
Tailored Plan
We set out a clear plan and scope, so you know exactly what we will do, and when.
Ongoing Partnership
We deliver, keep an eye on things and stay in touch, adapting as your business and the rules change.