Keeping your fiduciary affairs in order.
Benefits & Features
-
- Estate planning
- Trust creation
- Trust administration
-
- Will drafting
- Deceased estate administration
- If so required by the client, we will act as executor in the estate
We place great emphasis on financial well-being
BVSA places great emphasis on the financial well-being of our individual clients. We believe in proper planning and in the creation of structures to maximize wealth creation.
Nothing puts more strain on a grieving family than having to deal with an estate that didn’t make any provision for taxes and other liabilities.  Proper estate planning will give your loved ones the ease of mind in knowing that everything has been taken care of.
In the majority of cases, the surviving spouse will be appointed as the executor in the estate. Since estate administration requires so much technical skills and knowledge of the law, it is always advisable to appoint an agent, such as BVSA Konsult, to assist with the winding up of an estate.
We will also assist with any trust-related matters and act as an independent trustee where applicable.
Our fiduciary team at BVSA Konsult has decades of experience in estate- and trust administration and is professionally equipped to assist you with any matters related to or in connection therewith.
Meet Guillaume, your investment partner
Our investment team is led by Guillaume Oberholzer (CV). Guillaume is a CFP®. From November 2020, we entered into a co-operation agreement with Miton Optimal, led by Roeloff Horne, and created a joint investment committee.
Miton Optimal was found in 2004 and has since become an established name in the fund management industry. The committee is responsible for more than R 1.3 billion in investments and assures them that all our clients’ investments are managed uniformly.
Contact
| Francois Snyman | 028 514 1102 | francois@bvsa.co.za |
| Reghardt Draper | 023 626 5920 | reghardt@bvsa.co.za |
Keeping your fiduciary affairs in order
We place great emphasis on financial well-being
BVSA places great emphasis on the financial well-being of our individual clients. We believe in proper planning and in the creation of structures to maximize wealth creation.
Nothing puts more strain on a grieving family than having to deal with an estate that didn’t make any provision for taxes and other liabilities.  Proper estate planning will give your loved ones the ease of mind in knowing that everything has been taken care of.
In the majority of cases, the surviving spouse will be appointed as the executor in the estate. Since estate administration requires so much technical skills and knowledge of the law, it is always advisable to appoint an agent, such as BVSA Konsult, to assist with the winding up of an estate.
We will also assist with any trust-related matters and act as an independent trustee where applicable.
Our fiduciary team at BVSA Konsult has decades of experience in estate- and trust administration and is professionally equipped to assist you with any matters related to or in connection therewith.
Our fiduciary services include:
- Estate planning
- Trust creation
- Trust administration
- Will drafting
- Deceased estate administration
- If so required by the client, we will act as executor in the estate
