AUDITING

Delivering auditing excellence since 1997, with over 150 skilled staff members dedicated to precision.

Taxation

Experience top-tier taxation services for optimal financial health and compliance.

Accounting

Achieve optimal financial health and ensure compliance with our accounting solutions.

payroll

Experience the pinnacle of payroll management for optimal financial health and compliance.

Trust Administration Services

Expertise and Excellence in Trust Administration

We specialize in providing comprehensive and expert trust administration, estate planning, and wills services. At C2M, we understand the intricacies and importance of trust management and are dedicated to offering the best solutions to our clients.

Understanding the Structure and Purpose of Trusts

A trust is a fiduciary arrangement involving three key parties: the Founder, Trustee, and one or more Beneficiaries. In this relationship, the Founder contributes assets to the Trustee, who then holds and manages these assets for the benefit of the Beneficiaries. The terms and conditions governing this relationship are meticulously detailed in the trust deed.

Protecting properties and business investments.

Facilitating philanthropic endeavors.

Providing for minor beneficiaries’ university or school expenses.

Holding assets such as houses or vehicles for dependents.

Ensuring the welfare of dependents, like an aged parent or minor.

The Expertise of Angelique Brönn

At the helm of C2M Trust Management is Director Angelique Brönn, who brings over 20 years of experience in Trust Management and Estate Administration. Her expertise ensures that clients receive the best possible advice and services tailored to their unique trust management needs.

Our Comprehensive and Personalized Approach

C2M offers clients a personalized consultation service, designed to review and align the interests of beneficiaries with the trust’s objectives and corporate governance standards. Our annual Trust meetings are an essential part of this service, where our experienced team discusses and prioritizes decisions trustees need to consider. This includes staying abreast of the latest legislation, tax planning strategies, and insights from recent court cases.

 

INNOVATION

We satisfy our clients’ needs by breaking down stereotypical perceptions about auditing and accounting methodology. We strive to add value by finding solutions to the challenges our clients face.

QUALITY

We provide a service that meets our clients’ expectations within a cost-effective manner by still adhering to the highest standards.

INTEGRITY

We believe that our reputation is the cornerstone of our business. We are always honest and straightforward.

TRUST

We always have our clients’ best interest and experience in mind. We operate with a culture of trustworthiness.

CARE

We make every effort to understand our clients, staff and communities and what matters to them.

Protecting and Growing Your Assets

Our primary goal in trust management is to protect and grow your assets in a way that aligns with the objectives set out in the trust deed. We employ a range of strategies and tools to achieve this, always working closely with our clients to ensure their needs and the needs of the beneficiaries are met.

Ensuring Compliance and Minimizing Risk

An essential aspect of trust management is ensuring compliance with all relevant laws and regulations. We take a proactive approach to minimize risks associated with non-compliance, including potential audits and penalties from regulatory bodies like SARS.

Personalized Service for Every Trust

At C2M, we recognize that every trust is unique, with its own set of challenges and objectives. Our services are tailored to meet these specific requirements, ensuring that each trust we manage receives the individual attention and expertise it deserves.

Building Long-Term Relationships

Trust management is about building long-term relationships based on trust, transparency, and mutual respect. We strive to become trusted advisors to our clients, working with them over the years to ensure that their trusts continue to meet their evolving needs and objectives.

Contact C2M for Expert Trust Management

Discover the peace of mind that comes with having your trust managed by experts. Contact C2M today to learn more about how our Trust Management Services can benefit you and your beneficiaries. Let us help you navigate the complexities of trust administration with confidence and ease.

Trust Administration Synopsis

Establishment and administration of trusts

Sustaining sound corporate governance

C2M Trust Management Services serves as independent trustee on request

Trust Administration