FINANCIAL & FIDUCIARY

Louis Group International provides clients in South Africa with an extensive range of fiduciary services. We consider it both our privilege and our mission to manage our clients' financial assets while taking into account their unique investment needs, ensuring that the necessary protection mechanisms and strategies are put in place to enhance wealth.

LICENCES & DISCLAIMERS

  • Louis Group (England) does not conduct financial services activities and is not licensed by the Financial Services Authority. In the United Kingdom, the financial promotion content contained within this website is exempt from the general restriction (in Section 21 of the Financial Services and Markets Act 2000) on the communication of invitations or inducements to engage in investment activity as it is only directed at persons outside the United Kingdom in accordance with Article 12 of the Financial Services and Markets Act 2000 (Financial Promotion) Order 2005, and must not be acted on by persons within the United Kingdom.

LOUIS GROUP PROPERTY PARTNERSHIPS

In the early 1970s, Colia Louis sourced a landmark building at a bargain price and offered it to an established client. The client's response, "If it's such a bargain, why don't you buy it?" inspired the formation of the Group's property strategy, which has been to co-invest in property purchases and then maximise the investment by providing a comprehensive building management service. Over the following years, Louis Group has offered its clients the opportunity to co-invest in private property investment opportunities. Louis Group has extended its global reach in property partnerships to South Africa, England, Germany and Switzerland.

The investment is further enhanced by the fact that Louis Group offers the investors non-recourse access to institutional finance, a professional property management service to manage the asset, and a property brokerage service to ensure healthy tenant relationships and the mechanisms to dispose of the asset at an appropriate time.

LOUIS GROUP TRUSTEES

Louis Group Trustees provide a range of fiduciary services from its operations in South Africa, which include the formation and administration of companies, trusts and foundations. Our strategic approach to advising our clients on their investments includes a consideration of their estate planning requirements and establishing appropriate and robust structures to help ensure the preservation of the value of their assets.

  • Drafting of wills and codicils
  • Estate and estate duty planning
  • Personal and business succession planning
  • Wealth preservation
  • Executorships and administration of deceased estates
  • Trusts & corporate services
  • Establishment and administration of trusts
  • Drafting of commercial agreements
  • Establishment of corporate entities


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