Choose the advice office that suits your stage of life
Our advice offices are arranged for people who want clear guidance on estates, trusts, retirement income and family succession. Some clients prefer to meet close to home, others want a video call that fits around work, school runs or time on the road. Either way, the process is the same, practical and measured.
Start with the office that is most convenient for you, then we match the right adviser to your needs. A family in Stellenbosch may need a full estate review, while a business owner in Johannesburg might want help with succession and liquidity planning. The location matters less than the conversation and the plan that follows.
- Stellenbosch for clients near our base and surrounding Winelands towns
- Cape Town, Paarl and Somerset West for local in-person meetings
- Johannesburg and Durban for clients in major metro areas
- Online Advice for video consultations nationwide
What each office can help you with
Every advice office can support the core services that shape a clean transfer of wealth. That includes will coordination, trust structuring, beneficiary reviews, asset mapping and plan reviews. Where needed, we also facilitate family meetings and trustee briefings so everyone understands the next step.
The practical focus is on making sure the paperwork, the structure and the family conversation all line up. That reduces confusion later, especially when there are multiple properties, a family business, or investments spread across accounts. It also helps avoid delays at a time when the family needs clarity, not pressure.
- Estate Planning and Will Coordination
- Trust Structuring and Trustee Briefings
- Retirement Income Planning and Liquidity Analysis
- Succession Facilitation and Legacy Workshops
- Beneficiary Reviews, Asset Mapping and Plan Reviews
Stellenbosch as the main base for family planning
Stellenbosch is the centre of our work and the starting point for many of our client relationships. From here we serve families, entrepreneurs and multi-generational households across the Western Cape and beyond. It is a good fit for people who want steady, face to face advice and a planning process that does not feel rushed.
Clients often come to us from nearby towns for estate planning, trust reviews and retirement income work. The setting makes it easier to have proper family conversations, especially when there are children, spouses and adult heirs in the same room. Sometimes that first meeting is simply about getting everyone on the same page.
- Stellenbosch Advice for local meetings and family reviews
- Somerset West Advice for nearby households and business owners
- Claremont Advice for Cape Town southern suburbs
Advice offices across South Africa
We also meet clients in Cape Town, Paarl, Johannesburg and Durban, with video consultations available nationwide. This helps families who are split between cities, or owners who travel often and still need a consistent planning process. It also suits clients who prefer to keep the first meeting simple and practical.
Our office structure lets you choose the best point of contact without changing the quality of the advice. Whether you are dealing with inherited assets, a family trust, or the next stage of retirement income planning, the goal stays the same, to help wealth move cleanly to the next generation. That needs patience, not noise.
- Cape Town Advice for metro and Atlantic Seaboard clients
- Paarl Advice for Winelands families and business owners
- Johannesburg Advice for Gauteng clients and succession planning
- Durban Advice for families and owners in KwaZulu-Natal
- Online Advice for nationwide video meetings
Who tends to use this hub
This hub is useful for entrepreneurs, trustees, spouses, adult children and families that want to organise affairs before a life event forces the issue. It is also relevant for business owners who need to coordinate personal estate planning with succession decisions inside the business. In many cases, the first task is not a product recommendation, it is a clear map of what exists and what may be missing.
Our advisers work with calm, direct questions. What must move to the next generation, what should stay in trust, what income is needed in retirement, and what paperwork still needs attention? Once those answers are clear, the rest of the process becomes easier to manage.
- Families wanting a cleaner transfer of assets
- Owners preparing for retirement or succession
- Multi-generational households needing one plan
- Clients who prefer careful guidance over product pressure
How to choose your starting point
If you know which office is nearest, start there. If your family is in more than one city, choose the location that is easiest for the main decision-makers to join. If travel is difficult or schedules are tight, the online option keeps everything moving without losing personal attention.
When you send an enquiry, tell us where you are based, who needs to be involved, and whether the matter is mainly about a will, a trust, retirement income or a broader legacy plan. That gives us a cleaner brief from the start and saves time in the first meeting. It also helps us prepare for the right conversation, rather than a general one.
Many clients use one office for the first review and another format later, especially when the family is spread between Stellenbosch, Cape Town, Johannesburg or Durban. The important part is consistency. Once the plan is in motion, we keep the process steady and focused on the long view.