Led by Lukhanyo van der Merwe in Stellenbosch
Lukhanyo van der Merwe is the Managing Director and leads the firm with a practical focus on family continuity, business succession and calm decision-making. He works closely with entrepreneurs and multi-generational families who want direction without pressure, and he keeps the bigger picture in view when plans need to balance people, property and liquidity.
His approach is simple: get the facts, speak plainly, and make sure the plan can work when a spouse, trustee or executor has to use it years later. That matters when estates include a home in Cape Town, a family business in Stellenbosch, or assets spread across more than one province.
- Generational wealth strategy
- Succession conversations
- Plan alignment for families and business owners
Estate planning and wills with Anika Fourie
Anika Fourie heads estate planning and spends much of her time turning complicated family instructions into documents and processes that are easier to follow. She looks at who inherits what, how debts and taxes may affect the estate, and where clarity is needed to reduce delays later on.
Clients often come to her when they need will coordination, beneficiary reviews, or a fresh look at how assets are owned. She is careful about wording and timing, and she makes sure the practical side is covered too, such as who has access to records and what happens if circumstances change. A lot of families leave this too late, and it shows.
- Estate planning
- Will coordination
- Beneficiary reviews
- Asset mapping and liquidity analysis
Trust structuring with Megan Naidoo
Megan Naidoo works on trust structures and helps clients decide whether a trust fits their goals, their family setup and the assets they want to protect. She is especially helpful where there are minor children, dependent relatives, business interests or long-term family assets that need careful administration.
She explains trustee duties, record keeping and the practical reality of running a trust in South Africa, including what it means when family members live in different cities or even overseas. Her focus is on structure that can actually be maintained, not just paperwork that looks neat on day one. In many cases, that means asking harder questions early so there are fewer surprises later.
- Trust structuring
- Trustee briefings
- Ownership and control checks
- Practical administration guidance
Sibusiso Dlamini on wealth decisions that need balance
Sibusiso Dlamini is a Senior Wealth Adviser who helps clients connect their investment choices with their family and estate plans. He works with business owners, professionals and retired clients who need a measured view of income needs, access to capital and the timing of major decisions.
His conversations are direct and steady. He often helps families understand where wealth is growing, where it may be exposed, and how different accounts or assets may affect the final transfer to heirs. When load-shedding, market swings or business pressure are part of daily life, that kind of calm review is usefull.
- Asset mapping
- Liquidity analysis
- Plan reviews
- Succession facilitation
Retirement income planning with Ruan le Roux
Ruan le Roux focuses on retirement income planning for clients who want their later years to feel organised rather than uncertain. He helps people work through cash flow, drawdown choices and the effect of inflation so that income plans remain realistic over time.
He is often involved when a client is retiring from a business, scaling back work, or supporting adult children while still protecting their own future. Ruan keeps an eye on the numbers, but he also listens for family concerns that sit underneath the figures. In South African households, those conversations can be tied to schooling, medical costs and helping parents or children at the same time.
He also contributes to family meetings where the aim is to make retirement plans easier for everyone to understand.
Zanele Mokoena keeps clients informed and meetings moving
Zanele Mokoena is the Client Service Lead and the person many families rely on to keep the process moving smoothly. She helps coordinate documents, meeting times, follow-ups and practical next steps, whether clients are in Stellenbosch, Paarl, Claremont or joining online.
Her role is important because estate planning often involves several people at once, sometimes with different views and schedules. Zanele makes it easier to prepare for family meetings and trustee briefings, and she helps ensure requests are handled in order. Her calm manner helps when there are lots of moving parts and not much time.
- Client communication
- Meeting coordination
- Document follow-up
- Support for family meetings and reviews