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Opportunities for South Africans to structure international investments

Tracy Muller from the South Africa team explained the opportunities for structuring international assets, while Katie Bonfrer provided example case studies.
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Published 21 September
62 mins

Our sister company recently hosted this webinar on what you as a South African need to consider to structure your international wealth optimally to ensure you truly reap the benefits of international diversification.

Tracy Muller, Head of Fiduciary at Nedbank Private Wealth, explained the estate and tax planning consequences of international assets, while Katie Bonfrer, Director of Growth and Business Strategy of Nedgroup Trust, based in Jersey, discussed various case studies setting out the types of structures we are establishing for our South African clients.

Should you require any further information, please do not hesitate to contact your usual Nedgroup Trust relationship manager who will be happy to discuss the topic with you.

 

Or if you wanted to find out more about how Nedgroup Trust, or Nedbank Private Wealth, can help you plan and structure your wealth for your family and for future generations, please get in touch using the links to the forms towards the end of this page.

about the presenters

Katie Bonfrer

Katie Bonfrer

Katie joined Nedgroup Trust in 2003 as a trust administrator and is now responsible for the business growth and strategy for the whole trust business at Nedbank Private Wealth. She has over 15 years of trust industry experience, looking after the affairs and succession planning of high-net-worth and ultra-high-net-worth private clients.

 

Primarily focusing on South Africa, the UK and the Middle East, she leads numerous client relationships in conjunction with her team of professionally qualified trust officers. She is experienced in managing the wealth of families to ensure they have the appropriate structures and team in place to deliver their legacy through the generations.

 

Katie is a member of the Society of Trust and Estate Practitioners and a Fellow of the International Compliance Association.

Tracy

Tracy Muller

Tracy joined Nedbank Private Wealth South Africa in 2001 as an international structuring manager and was promoted to the head of the fiduciary business in 2014.  She joined the team after six and a half years at Absa.

Tracy is responsible for the design and delivery of fiduciary advisory services, such as estate and tax planning, to high net worth and ultra high net worth South African clients. She is also responsible for co-ordinating a national team of fiduciary specialists.

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