Our Services
The Office provides a single point of contact and is a vital resource to families with specialist requirements across several disciplines.
The Office
Financial Administration
Process accounts
Prepare monthly portfolio statements
Compile Annual Financial Statements
Prepare audit files and liaise with Auditors
Vat and Tax Administration
Budgets and Forecasts
E-filing
Company & Trust Administration
Register Companies and Trusts and amendments thereto
Independent Trusteeships and Directorships
Corporate Governance
Safe keeping and updating of records
Day-to-day management and administration
Payroll
Complete payroll service
E-filing and EMP 201 submissions
EMP501 reconciliations
UIF registrations and submissions
IT Assistance
Project management and 3rd party liaison
Domain registration and management
Instagram, Facebook, Twitter and social media applications
Administrative & Personal Support
Scan, store and safekeeping of documents
Account payments and transactional banking
Personal secretarial assistance
Personal administration
Concierge service: travel arrangements, flight and accommodation booking
Cash management
Administration, compliance and due diligence requirements (FICA) for opening of accounts, investments and treasury products
Social Responsibility and Philanthropy
Establish social responsibility NGO’s and Trusts and the administration thereof
Due diligence
NGO assistance and training
BBBEE requirements
Estate Planning
Estate Planning
Preparation of Wills
Website Development
Create, manage and update websites
A Wealth of Practical Experience
We have a wealth of practical experience in assuming a wide range of operational roles for our clients.
The Office
Our Memberships
