Private Client Services

Andersen in South Africa’s Private Client practice group provides legal, tax and advisory services to individuals, families, business owners as well as wealth advisors, professionals and institutions who work with them.

As part of Andersen Global in over 390 locations worldwide, our dedicated team regularly provides advice on matters relating to legal, tax and advisory services within South Africa and beyond our borders.

Key areas of expertise:

  • Capital Raising & Funding
  • Exchange Control
  • Governance
  • Investment & Fund Management
  • Tax Planning & Controversies
  • Trust & Corporate Services
  • Treasury & Risk Management
  • Valuations
  • Corporate Finance

Legal and Advisory

Andersen in South Africa’s Private Client advisors are specialists in all aspects of wealth planning, with the flexibility to work either with our clients’ existing advisors or to partner with top domestic and international private client lawyers within the Andersen Global network.

We provide private individuals, financial institutions and commercial organisations with an extensive range of legal and administrative services including:

  • Estate planning, administration & consultancy
  • Governance advisory
  • Investment advice and management
  • Litigation & dispute resolution
  • Succession planning, curatorship & organisational structuring
  • Trust advice & management (local & offshore)
  • Wealth management advice

Tax Advisory and Compliance

Andersen in South Africa has extensive expertise in domestic and international estate and income tax planning, trust arrangements and tax structuring and compliance. Our areas of expertise include:

  • Cross border & international tax advice for business owners
  • Exchange control advisory services
  • SARS advisory services
  • Tax compliance advice on offshore trusts or assets
  • Tax litigation & dispute resolution
  • Tax structures for personal wealth and/or succession planning

Emigration and Immigration

Andersen in South Africa’s legal, tax and advisory service to private wealth clients in respect of emigration and immigration covers:

  • Advice on tax residency & compliance
  • Tax & exchange control planning
  • Capital gains tax advice
  • Consultation on citizenship, residency & work permits

Succession planning in Small and Medium sized businesses Succession planning in Small and Medium sized businesses
  • Derrick Kaufmann
    Derrick Kaufmann
    • Insights & Resources

    • tax release
      Filing Requirements Related to Indirect Investments in Foreign Entities
    • tax release
      Private Equity Funds "Trade or Business" Operator or "Investor"
    • white paper
      Special FATCA Update
    View More