Stone Hill Fiduciary Services (Pty) Ltd is a subsidiary company offering estate and trust planning and administration.

Our fiduciary specialists provide expert advice and assistance pertaining to the efficient transfer of your accumulated wealth to your heirs. Properly structured Wills, utilizing trusts and estate tax minimising structures where appropriate, ensures your legacy.

Professional trustee services to trusts are available.

Information Technology (IT) tools used are:

• atWORK – a cloud-based solution which focuses on Client Relationship Management (CRM), Practice and Compliance Management and provides Financial Planning Tools.
• Libralex – an estate administration solution used to quantify and manage the estate wind-up and administration process.