Transforming Trust Management
An independent trustee plays a crucial role in ensuring transparency and accountability.
In South Africa, many trusts have been found to be operating as extensions of a founder or family’s personal affairs, creating unnecessary risks with authorities like SARS, the Financial Intelligence Centre, and even the courts.
With Boomslang Fiduciary Services at the table, you can confidently demonstrate that your trust is being managed properly - lawfully, impartially, and in good faith.
That’s where I come in
I am an admitted attorney, holding a BA, LLB, and LLM from the University of Cape Town. After completing my articles, I worked as a company secretary in the private equity sector before joining the anti-money laundering department at Sanlam Private Wealth.
It was during my time at Sanlam that I observed how many trusts faced significant challenges in the onboarding process, often due to incomplete or missing compliance documentation. This highlighted a critical gap in the fiduciary landscape and inspired me to establish my own practice as an independent trustee, focused on ensuring families, trusts, and estates are fully compliant and properly structured from the outset.
Today, I offer professional, impartial fiduciary services underpinned by integrity, diligence, and discretion, drawing on both my legal training and my experience in the financial services industry.
While I personally oversee each engagement, I also collaborate with a trusted network of experienced legal, tax, and financial professionals. This ensures that even the most complex fiduciary matters are addressed with comprehensive, multidisciplinary solutions, while retaining the benefits of boutique-level attention and discretion.
In addition to my fiduciary practice, I founded a holistic corporate consulting agency that supports professionals and organisations in areas such as leadership development, stress management, and work–life balance. When I am not managing estates or guiding trustees, I coach individuals and teams to achieve sustainable success in both their personal and professional lives.
My practice is grounded in integrity, diligence, and confidentiality. I safeguard assets, guide trustees in fulfilling their fiduciary obligations, and administer estates with precision and care, always prioritising the protection of beneficiaries’ interests.
Whether you are establishing a new trust, reviewing an existing structure, or administering an estate, I provide clear, tailored, and expert guidance throughout the process.
By combining rigorous legal expertise with a personalised approach, I help families and individuals preserve wealth, remain fully compliant with their legal obligations, and secure their legacies with confidence.
Get in touch to discuss how I can assist with your trust or estate efficiently and confidently.