Estate planning goes beyond drafting a will and is essential in the case of families and individuals with extensive business interests and varied high value assets. Careful and methodical planning means accounting for all your assets and ensuring they transfer as smoothly as possible to the intended beneficiaries
Our team of private client and family wealth experts have outstanding experience and an excellent reputation in advising private clients on matters related to wealth and succession planning. We help create custom plans to support the strategic management of assets, all whilst providing the assurance of confidential, bespoke services from the industry’s most experienced and trustworthy legal and tax advisers. Our private clients services fall under two categories:
We create custom plans to help in the strategic management of assets, all whilst providing the assurance of confidential, bespoke services from the industry’s most experienced and trustworthy legal and tax advisers. Our Private Clients services fall under two categories:
Private Clients
Adili Fiduciary
At Adili, our directors and trustees of international repute are available to offer fiduciary services, including the establishment and administration of holding companies, trusts and foundations. We operate a far-reaching model that integrates different legal and business services to provide our clients with custom-fit and comprehensive support. Together with legal and tax advisers, we provide all-encompassing trustee services, including:
- Incorporation and administration of trustee structures
- Reporting and accounting
- Selection of investment managers
- Payroll services
- Liquidation
Private Clients
Adili Executor services
Our executor services are designed to support the efficient administration of estates. Our broad experience in succession, estate management, coupled with our impartial standing, equip us to safeguard our clients’ assets as executors with the benefit of access to an expert legal team. Additionally, we have an elaborate network of partners across Africa and beyond that equips us to support the administration of assets in more than one country.
