Fiduciary and international structuring services for families, entrepreneurs and businesses whose interests extend across borders
Cape Town-based. Internationally experienced.
Modern families and businesses rarely exist within a single jurisdiction. A family may live in South Africa, own businesses abroad, hold investments internationally and have beneficiaries living across several countries. Entrepreneurs operating internationally must navigate different legal systems, tax regimes, banking requirements and administrative obligations.
Cape Mutual helps clients bring these moving parts together. We advise on appropriate trust and corporate structures, coordinate the legal and tax expertise required to establish them, and oversee their ongoing administration through carefully selected professional partners.
Cape Mutual provides one experienced relationship at the centre of arrangements that may involve several professional firms, service providers and jurisdictions.
A clear, professionally prepared will helps ensure that your wishes are understood and your family is properly provided for. Cape Mutual prepares standard wills at no charge and offers a reduced executor’s fee of 2%* of gross estate assets, excluding VAT.
*Terms apply. Fee confirmed in writing before appointment.
Advice and support concerning the establishment, governance and ongoing administration of South African trusts for families, business owners and private clients.
Advice and coordination for clients who require offshore fiduciary structures because their families, assets or commercial interests extend beyond South Africa. Trusteeship and regulated fiduciary administration are provided through appropriately licensed international partners, while Cape Mutual remains the client’s South African relationship and advisory point.
Strategic advice for entrepreneurs, investors and internationally active businesses establishing or reorganising corporate structures across jurisdictions. Cape Mutual helps clients consider how ownership, governance, operations, banking and administration should fit together, and coordinates the legal, tax and regulatory specialists required to implement the agreed structure.
International structures require disciplined ongoing administration if they are to remain effective. Cape Mutual coordinates company secretarial, accounting, compliance and administrative services through established professional partners. We remain close to the client, monitor the overall structure and help ensure that responsibilities are properly allocated and completed.
Trust and corporate structures are not once-off transactions. They require careful administration, sound governance and advisers who understand the family, business and purpose behind the structure. Cape Mutual is built around long-term relationships rather than product sales.
Cape Mutual remains at the centre of the client’s affairs, coordinating the professionals and service providers required across jurisdictions.
We work alongside appropriately qualified legal, tax, fiduciary, accounting and administrative specialists according to each client’s requirements.
Cape Mutual remains at the centre of the client’s affairs, coordinating the professionals and service providers required across jurisdictions.
Cape Mutual does not attempt to perform every specialist function itself. We remain responsible for understanding the client’s objectives, advising on the overall arrangement and coordinating implementation. Legal, tax, trusteeship, accounting, company-secretarial and other regulated or specialist services are delivered by appropriately qualified professional partners.
Most arrangements begin with a straightforward conversation about your family, your business and where your interests sit. Send us a short note and we will arrange a time that suits you.
Appointments are held by video or at our Claremont offices.
Initial consultations are without charge or obligation.