Fiduciary and risk advice

At FNB Private Wealth, we understand that building wealth takes a lifetime, and preserving it for future generations takes careful planning. Let us help you protect your assets, safeguard your legacy and plan with confidence, now and for generations to come.

Comprehensive legacy planning

Comprehensive legacy planning is not only important to protecting the financial wellbeing of your loved ones but also includes strategies for business owners to ensure business continuity. Which is why we take a holistic approach when it comes to legacy planning, working closely with our and to analyse all aspects of your wealth and determine the most appropriate way to preserve it.

Wills, trusts and estate planning

Take advantage of our services, with assistance from our experts who will assess and balance your estate taking into consideration direct assets, trust and business assets and retirement funds.

Wills

Define your estate wishes for future generations

For your convenience you can use our online facility to draft and print your Will with ease. We'll collect the signed original document, which will then be reviewed by our team of experts, ensuring it conforms to and is executed according to legislation.

Trusts

An effective solution to protect your legacy

Trust planning
Structure to determine whether they remain appropriate to your needs.

Offshore trust and company structuring
We provide advise on the structuring, management and protection of your offshore assets, through FNB International Trustees, a Guernsey-based trust company.

Trustee services
As your corporate trustee, we assist your trustees in fulfilling their duties, ensuring they act in accordance with best practice and in line with the provisions of your trust deed.

Business succession planning
We review your current business structures and address future ownership options, ensuring business continuity within the context of ownership as well as retaining value for the next generation.

Estate

Taking care of future generations

We offer estate administration services where we have been nominated as the executor in a Will or through power of attorney appointment.

More about your tax

Personalised solutions that allow you to build your future. Section 7C of the Income Tax Act 1962, is one of the most important changes shaping the fiduciary industry and it could affect your estate plan. Section 7C certainly makes it necessary for you to review your existing estate planning structure, especially when your estate plan includes a trust.

Protect what you've worked so hard for

At FNB Private Wealth, we understand that your wealth and asset portfolio can be complex. That is why we offer insurance solutions designed to help protect what matters most to you. Whether you need portfolio support or intergenerational cover, your Private Banker can guide you towards suitable long- and short-term insurance products that are easy to understand, easy to buy and designed around your needs.

Insurance solutions

As life changes, and your needs and priorities with it, our risk solutions should remain appropriate.

Insurance that moves with you

As your life, needs and priorities change, your insurance should continue to protect what matters most. Our long- and short-term insurance solutions help you plan for every stage of life, including financial, budget and cash flow, estate, risk, retirement and investment planning, as well as buy-and-sell agreements and key person cover. We also help protect your physical assets, including vehicles, household contents, art, marine assets, residential and commercial property, and all-risk assets.

Comprehensive personal insurance

We offer comprehensive personal insurance with wide cover options and high limits to help protect your assets. Our established range of short-term insurance solutions gives you quality cover, supported by excellent service, professional advice and a personable approach.

Qualifying criteria

•Earn an income of R1.5m or more per year to qualify

•18 years and older

Required documents

•South African ID book (bar-coded)/valid South African passport (SA resident)

•Passport with valid work/retirement permit (non-SA resident)

•Proof of residence (in your name, and not older than 3 months)

•Latest payslip or last three months' bank statements (for overdraft applications only)

Get in touch

For more information or to speak to a broker.

How to get in touch

Cindy Borrageiro 087 577 4613

Email Cindy Borrageiro at cindy.borrageiro@fnb.co.za

Markus Pretorius 087 335 8000

Email Markus Pretorius at mpretorius3@fnb.co.za

Natasha Moodley 087 335 0855

Email Natasha Moodley at Natasha.moodely@fnb.co.za

Maritza Heffer 087 736 6313

Email Maritza Heffer at m.heffer@fnb.co.za

Jacqueline Oosthuyzen 087 736 7694

Email Jacqueline Oosthuyzen at JOosthuyzen@fnb.co.za

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