GBG assists clients with the establishment, registration, administration, accounting, and tax compliance of trusts. Trusts can play an important role in asset protection, succession planning, estate planning, and continuity of family wealth when they are properly structured and managed. Our team helps clients understand the purpose of the trust, the duties of trustees, the importance of proper resolutions, and the ongoing compliance requirements. We provide practical support so that trusts are not merely created, but also administered responsibly over time.
- Our Mission
We help structure trusts to support asset protection, succession planning, and the preservation of family wealth
Our trust structures are designed to ensure the seamless continuity of your wealth and intentions, providing a clear path for asset distribution beyond the founder's lifetime.
We promote responsible administration, proper records, trustee accountability, and careful management of trust affairs
- Our Capabilities
Trust Establishment & Registration
Assistance with trust design, trust deeds, registration, and liaison with the Master of the High Court.
Trust Administration
Our ongoing support includes facilitating trustee meetings, drafting formal resolutions, and maintaining accurate minute books.
Trust Accounting & Tax
We provide specialized financial reporting for trusts, including the preparation of annual financial statements and the submission of all required tax returns.
Independent Trustee Services
GBG can be appointed as an independent trustee to provide the objective oversight and professional governance required by South African law.
Our process
We begin with a deep-dive session to understand your family or business objectives and design a trust structure that fits your unique needs.
Our team drafts a legally sound trust deed and secures the necessary Letters of Authority from the Master of the High Court.
We maintain records, resolutions, minutes, accounting information, and statutory submissions.
Annual Review
We conduct an annual review of the trust’s financial performance and accounting to ensure it remains perfectly aligned with the founder’s original intentions.
Proper trust management is essential to avoid “alter ego” or “sham trust” challenges from creditors or tax authorities. Our team stays current with the evolving landscape of South African trust law and SARS requirements to ensure your structures remain compliant and effective.
