The Legacy Wealth Club | Powered by Hereditas Wealth Advisory (Pty) Ltd | Authorised Financial Services Provider (FSP 55893)
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Fiduciary services disclaimer
The Legacy Wealth Club does not itself establish or administer trusts. Fiduciary and legal work is done by external partners. No partner is named on this website.
What is not promised
A trust is not automatically suitable. It is not described here as protecting assets from creditors, avoiding estate duty, eliminating tax, or preserving assets in every case. Trustees are not authorised to act merely because a trust deed has been signed. Fees, scope and engagement terms are discussed by the relevant service provider. Personal information is shared with an external fiduciary partner only if you give that permission on the enquiry form.