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  Fiduciary Services

Louis Group views its fiduciary obligation to represent our client’s best interests and manage their financial needs in a trustworthy manner, as a privilege and an opportunity to ensure the client’s long-term peace-of-mind.

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Choosing to operate from highly-regulated offshore jurisdictions has ensured that we comply with the most stringent of regulations, and has instilled confidence in the minds of our clients regarding the integrity of our actions.

We carry the prestigious Discretionary Financial Services Provider license in South Africa and the equivalent Investment Manager and Corporate Service Provider licenses in the Isle of Man, which enables us to offer the following:

CORPORATE SERVICES & ADVICE
We assist in the formation and administration of Companies and Foundations, asset protection structures, international banking mechanisms and insurance products.

TRUST SERVICES & ADVICE
We take responsibility for the formation of trusts, the management of their assets and the duty of acting as Trustee and Protector to preserve the interests of the beneficiaries and future generations.

ALTERNATIVE STRUCTURES ADVICE
We are able to conceptualise and engineer unique entrepreneurial investment vehicles which assist our clients in crucial areas such as strategic business growth, cashflow management and tax planning.

WILLS & ESTATE PLANNING
We specialize in the areas of drafting Wills and Estate Planning. This highly specialised field is able to assist clients in ordering their affairs so as to best preserve their assets, while minimising the effects of Estate Duty, Capital Gains Tax and other taxes.

Our careful attention to offer tailor-made structures which comply with international regulations sees us competently manage the affairs of institutions, corporations, accounting and law firms, financial services companies, captains of industry, prominent academics, sports people and celebrities.

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