TRUST MANAGEMENT SERVICES

C2M TRUST MANAGEMENT SERVICES

A trust consists of a Founder, Trustee and one or more Beneficiaries. Within this fiduciary relationship, the trust beneficiaries gain the most. The founder contributes assets to the trustees (the second party) for the benefit of beneficiaries. The contract shared by the Founder and Trustees is detailed in the trust deed.

Why C2M for trust management?

C2M demonstrates excellent skill in trust administration, estate planning and wills. C2M can help you set up a trust in line with requirements for the country, and the trustees must act in compliance with fiduciary duties, with which C2M assists.

Trusts are set up for these reasons:

  • List ImageSafeguarding of assets of which include property and business investments
  • List ImageCharitable causes
  • List ImagePayment of minor beneficiaries for university/school
  • List ImageStore assets (house/vehicle) for dependents/beneficiaries
  • List ImageA dependent such as an aged parent or minor who relies on your support financially.

C2M Trust Management Director, Angelique Brönn, has more than 20 years of experience in Trust Management and Estate Administration and assists C2M clients with all their Trust Management requirements.

We offer our clients a comprehensive, personalised consultation on an annual basis to keep the interests of beneficiaries in check and the trust aligned to corporate governance. At the yearly Trust meeting, our experienced Trust Management team also prioritises decisions that trustees need to consider by taking into account the latest legislation, tax planning and recent court cases. C2M Trust Management will serve as an independent trustee on our clients’ trusts upon request.

Audit and Assurance
Accounting
Secretarial
Payroll
Trust Administration
Estate Administration
Tax Assurance
B-BBEE Consultation
Xero Accounting

parallax background

The purpose of the comprehensive trust administration is to:

  • List ImageEnsure that the integrity of the trust is maintained
  • List ImageTo secure the intended benefits of the trust (asset protection, succession planning and tax mitigation)
  • List ImagePrevent the possibility of it being disregarded as an alter ego trust

How do you administer a trust in SA?

C2M assists in the set-up of a trust while the founder is still alive (inter Vivos Trusts) or when he/she is deceased in connection to the Will (Mortis causa Trusts). Trusts are designed to stimulate and protect wealth while ensuring the continuity of business.

C2M Trust Management Services Synopsis

  • List ImageEstablishment and administration of trusts
  • List ImageSustaining sound corporate governance
  • List ImageC2M Trust Management Services serves as independent trustee on request
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OUR VALUES

innovative

INNOVATIVE

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

QUALITY

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

integrity

INTEGRITY

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

trust

TRUST

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

care

CARE

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

CAREERS

C2M is an accredited training office and offers both SAICA and SAIPA learnerships. As a medium-sized audit and accounting firm, our trainees are exposed to multiple clients covering a wide range of sectors and industries.

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