• Optimum Group

Optimum Fiduciary Services

Updated: Jun 27

What kind of legacy would you like to leave?


Each individual will have a different answer. As a new member of the Optimum Group, we at Optimum Fiduciary Services understand your dreams, aspirations, uniqueness and goals.


We have therefore compiled a team of fiduciary specialists to provide expert advice on financial planning. The transfer of wealth from one generation to the next is ensured through expertly constructed wills, trusts and other tax-friendly structures as well as the administration of these structures.


What does it all mean?


Essentially, a fiduciary is a person or organization that owes to another the duties of good faith and trust. As it is the highest legal duty of one party to another, it also involves being bound ethically to act in the other’s best interests. In terms of this fiduciary duty, the fiduciary must act in the beneficiary’s interest and for their benefit.


In lieu of this fiduciary duty, Optimum Fiduciary Services now offers the following fiduciary services to their existing and new clients:

  1. Estate planning and the drafting of Wills;

  2. Inter Vivos Trust formation and annual administration;

  3. and Mortis Causa Trust Formation and administration;

  4. Deceased Estate administration;

  5. Personal Estate administration;

  6. Business Buy and Sell Agreements

  7. General Legal Advice.

For more information, contact Tom:

Email: tom@optimumfiduciary.co.za

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info@optimumgroup.co.za

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