CAPTA Fiduciary is a young and vibrant team of professionals that specialises in providing personalised, high-quality fiduciary and tax advisory solutions to individuals, families and corporates wishing to preserve and enhance their assets.

With a global reach, our team of fiduciary and tax specialists are able to assist with structuring local and offshore trusts, cross-border estate planning, foreign exchange and tax compliance across various jurisdictions.

In addition to our fiduciary solutions, CAPTA Fiduciary can also assist in setting up a fully integrated wealth management framework that includes local and offshore investment management, retirement planning, personal and business risk assurance and financial accounting services.

Here at CAPTA Fiduciary, we don’t only work with your wealth, we work with people. This drives us to make a way where others can’t. And gives us the courage to do it again and again. Some call it singularity of vision. We call it CAPTA. The movement from pursuit to possession.

Our Services

Will Drafting and Review Services

Estate and Legacy Planning

Local and Offshore Trust Creation and Administration

Will Drafting and Review Services

Executorships and Deceased Estate Administration

Tax Advisory for individuals, corporates and trusts (including donations tax and estate duty, capital gains tax, transfer tax)

Investment Management (Local & Offshore)

Drafting of fiduciary related business contracts and agreements

Start-up Services

Foreign Exchange Solutions (through our sister company CAPTA Forex)

Our Approach and Promise

As you pass through the various stages of your life, you can be rest assured to know that our team at CAPTA Fiduciary will design and implement a succession plan to ensure that you and your loved ones derive maximum benefit from your assets for generations to come.

By partnering with us we are committed to providing you with the following:

CAPTA Fiduciary guarantees that a client’s personal and business affairs will at all times be compliant with current legislation and administered with the highest degree of skill and care.

CAPTA Fiduciary will provide you, your family or business with sound and consistent advice which will be structured according to your unique needs, circumstances and goals.

The CAPTA Fiduciary team guarantees to inform you of any relevant legislative, regulatory or compliance requirements that may affect your current wealth or legacy plan.

With our cross-border offering, CAPTA Fiduciary will ensure your wealth and legacy plan is optimised both from a South African and international point of view.

One point of contact for all your wealth management and fiduciary needs.


Our promise to you is to:

Protect your wealth, secure your legacy and create a firm foundation for future generations to come.

YOUR LEGACY IS OUR FOCUS.

Our Manifesto

There is a joy in focus. Focus allows you the freedom of being able to channel your energy, direct your attention, and give yourself over to one thing – pursuit. With no distractions. No interruptions… Pursuit of a single purpose and a focus that is streamlined enough to uphold the quality that comes along with it. We call it Monday, 8am.

What are we focused on? The preservation and growth of our clients’ wealth. Simple. This gives us guidance. It gives us autonomy. And it inspires us to master the environments, both locally and internationally, within which we conduct our business.

From drafting of wills to estate planning, trust administration and currency risk management, we have become the solution for all your financial affairs. We have created models and approaches that enable us to rise above the limitations and restrictions of yesterday.

This allows us to offer truly unique and specialised estate planning, advisory and fiduciary solutions. It is an experience that is unique and tailor made to every client.

Our Core Values

In a fast-moving and increasingly complex global economy, our success depends on how faithfully we adhere to our core principles. These principles represent the culture and focus of our team and have been the foundation of our company for the past two decades.

Client Centric

We put our clients and their families at the heart of everything we do.

Trust and Integrity

All that we do, and every service that we provide, is to promote and enhance the confidence that our clients place in us. We value our integrity and trust above everything else.

Family Partnership

We are a family and in turn embrace the core values of a family unit across all touch points of our business.

Operational Excellence

Superior service is the cornerstone of our firm and one of the primary reasons our clients trust us as a valuable partner in managing all their financial affairs.

Enhance Knowledge

The appetite for knowledge and eagerness to learn never ends, which is why we strive to continually develop our expertise in order to deliver superior long-term performance.

Innovative Approach

Where there isn’t a structured product or financial solution that complements your long-term wealth needs, we will create one.

Passion in all that We Do

With passion at the heart of everything we do, this inspires us to find unique ways of cultivating long-term growth for our clients. Without passion, success is impossible.

Pin Oak House, 2nd Floor, Bally Oaks Office Park

Ballyclare Drive, Bryanston, 2191