Darryl Bennett

I advise HNWI with assets of R5m + to invest. I look after individuals and their families’ I work with a fiduciary specialist. We do a deep dive into their family structures around wills and trusts.The big value add is by performing a living liquidation and distribution account exercise.ie we take a snapshot of what liquidity would be required in the event of the person dying straight away. Thereafter we create a plan around the appropriate investment strategy.
We factor in offshore and local investments with different asset classes and the right wrapper to take care of efficient tax planning.