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Fiduciary Services

[leg. .se] noun
planting seeds in a garden you never get to see

Optimum Financial Services Group offers our clients access to specialised fiduciary services to ensure that their financial plans are structured in the most practical way when it comes to legal and fiduciary matters. 


Legal Services
Estate Planning
Legal Auditing of Trusts
Administration of Trusts
Administration of Estates
Drafting of Wills and Trusts
Amendments of Wills and Trust
Drafting of Buy & Sell Agreements

Fiduciary services refer to a range of financial and legal services that are designed to help individuals, businesses, and organisations manage their assets and finances in a responsible and effective manner. At Optimum these services are provided to our clients through a panel of specialised attorneys who are part of the Optimum Financial Services Group. 

Fiduciary services can include a wide range of activities, including estate planning, wills and trusts, executorship and administration, investment management, and tax planning. These services are designed to help individuals and organisations protect and manage their assets, minimise taxes, and ensure that their wishes are carried out in the event of their death or incapacity.

One of the key functions of fiduciary services in South Africa is to act as a trustee or executor for individuals and organisations. This involves managing and distributing assets according to the wishes of the client or the provisions of a will or trust. Fiduciaries must act in the best interests of their clients, and they are held to a high standard of professionalism and ethical conduct.

Contact your financial adviser for further information and guidance.

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