Wealth that survives generations.

Original analysis on structuring, estate planning, fiduciary services and the inter‑generational wealth questions that matter most to families.

Family Office: A brief history

Family offices, in one form or another, have assisted families to manage, protect, and grow family wealth since the beginning of modern civilisation.

Hennie Loubser 14 Jul 2026

Family Office
Legacy appropriation: when a family office is hijacked

Family offices exist to serve the family and preserve its long-term vision. Without robust governance, the office can be captured by an individual or faction who steers its resources towards their own agenda. This is legacy appropriation - and it is more common than most families acknowledge.

Hennie Loubser · 2 Jul 2026
Family Office
Tax implications of a loan to a South African trust

Structuring and tax consequences of low interest and interest free loans to South African trusts.

Hennie Loubser · 30 Jun 2026
Family Office
Beware of the alter ego trust

All too often trustees of family trusts, many times dishonestly but also frequently ignorantly, treat the property of the family trust as if it is their own personal property and use the trust essentially as their alter ego, to the detriment of the legitimate beneficiaries of that trust.

Hennie Loubser · 23 Jun 2026
Family Office
Adding and removing beneficiaries from a trust

The laws governing trusts and tax should be considered carefully before any change is enacted, to ensure that such an amendment is legally binding and does not trigger unexpected capital gains or transfer duty.

Hennie Loubser · 15 Jun 2026

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