About us
Turnstone South Africa, with its head-office in Johannesburg, is part of the Turnstone Alliance – an international fiduciary services group. Through our South African operations we offer a full range of fiduciary expert services including trusteeship, company secretarial, trust administration and estate planning.
On the international arena we team up with our Turnstone Alliance partners, being present across a number of jurisdictions, providing bespoke international trust, foundation, philanthropic, family office, corporate and fund structuring solutions, including company listing services.
Our Services
Turnstone South Africa works with entrepreneurs, wealthy individuals and their families, to develop and implement wealth and corporate structures, which take into account the values and philosophy of our clients.
Recognising that each client has unique objectives and needs, we undertake a tailor-made process ranging from the initial planning and formation right through to the implementation and day-to-day management of the most suited structure for their benefit.
Our key services include:
- Trust and Trust administration;
- private wealth and Family Office services;
- philanthropic services such as Section 21 companies and charitable trusts;
- company registrations and administration;
- international structuring services; and
- assistance with listing of companies internationally.
Trustee & Future Planning Services
Private Wealth Structuring and Family Office Services
The composition of current and potential future assets, personal family considerations, tax residences, business and family succession plans and charitable objectives are only a few among many factors which need to be taken into account for the purpose of establishing a comprehensive wealth management plan.
Turnstone offers specialised and personalised services that include family office, financial, estate, philanthropic, tax and retirement planning services. Working as a team with the family’s attorneys, financial advisor and accountants, we can design and execute comprehensive private wealth structures, using a multi-disciplinary process drawing on expertise from across the Turnstone Group.
In joining Turnstone, you have taken the first step towards establishing ‘Trust for Generations’ thereby ensuring your family’s financial security for generations.
Some of the services we or our associated companies can provide (but not limited to) are:
- personal and business succession planning;
- Multi-generational Family Planning Structure;
- charitable planning and private foundations;
- wealth preservation, estate and tax planning;
- testamentary trusts (trust created in a will);
- the establishment and registration of Inter Vivos Trusts; and
- legal auditing.
Trust Administration Services
The Trust is one of the most flexible instruments available in the financial services landscape and is considered by many to be essential in creating various strategies for asset protection, estate planning and transitioning ownership. Their flexible construction and privacy and confidentiality benefits make them an ideal solution to a range of complex personal and corporate situations. The flexibility and protection afforded by trust arrangements are such that they have become an important part of long term wealth and corporate management planning for many families and organisations.
Internationally, the Foundations might be an equally important substitute for a trust, as it has many of the same benefits and some attributes all of its own, that can be used in the right circumstances. Turnstone can arrange provision of services to Foundations formed, in a number of jurisdictions, to take advantage of the range of benefits unique to Foundations.
Some of the services we or our associated companies can provide (but not limited to) are:
- consultations regarding the establishment of a trust and the drafting of the deed;
- provision of professional corporate trustees;
- full administrative services including bookkeeping and preparation of annual/periodic financial statements;
- accepting appointment as independent trustee on trusts;
- holding trust related documents in safe custody;
- drafting of resolutions and all related agreements; and
- holding regular trustee meetings.
Administration of Deceased Estates
When a person dies, all the assets form their ‘estate’. The estate can comprise real estate, house contents, bank accounts, investments, shares, motor vehicles, jewelry and other possessions.
Turnstone South Africa is authorised to administer estates where we are nominated as executor in terms of a Will, as well as where a family member approaches us to assist with the administration of the estate, both in cases where the deceased did not leave a Will or where the Will nominates a family member as executor. Such administration is attended to by a professional team of experienced and qualified specialists.
Some of the services we or our associated companies can provide (but not limited to) are:
- facilitation of the administration of deceased estates and winding up thereof; and
- accepting appointment as executor of deceased estates.
International Services
International Corporate Services & Fund and Listings Services
We understand the issues and complexities faced by our corporate clients. Accordingly, Turnstone seeks to deliver a seamless one-stop service for multinationals seeking to set up new offices or branches and expanding their business. We provide formation and management of international and onshore solutions, capitalising on jurisdictional advantages and regulatory frameworks.
Turnstone ensures fast, efficient formation and incorporation of all types of companies and are able to provide management and administration facilities including accountancy, tax compliance and full secretarial services.
Through Mauritius we provide fund administration and formation. We work closely with the client to develop the fund structure and its processes. We will manage the fund’s operations and offer our experience and guidance with regards to the choice of structure, jurisdiction, service provider, working procedures and regulatory matters.
Our fund services at a glance for fund vehicles include: fund structuring and formation, registrar and transfer agent, fund administration and corporate and secretarial services. We also advise and assist clients in the listings of funds and companies on various stock exchanges.
At a glance
- International structuring advice.
- Company formation and secretarial services.
- Administration and back office support services.
- Accounting and bookkeeping services.
- Bank account opening and facilitation.
- Legal services including vetting and drafting of documents.
- Fund formation and administration services.
- Listings of companies and funds on various stock exchanges.
International Private Wealth Services
Working with the Turnstone alliance network of specialist advisors, we offer our clients informed solutions for their tax, estate planning and structuring issues. We cover relocation or migration for both private and corporate clients and the effective use of Double Tax Treaties.
Some of the services we or our associated companies can provide (but not limited to) are:
- estate and tax planning;
- establishment of trusts;
- formation of Companies and company secretarial services;
- advice on legal structuring; and
- Independent Trusteeship Trustee administration.
Careers
Our multi-cultural group of employees are highly motivated, empowered and competent, and they excel at client service. It’s therefore important for us to attract, recruit and retain the right people with the right competencies and the right attitudes, at the right time.
If you believe you share our values, and can contribute to the richness and depth of talent in our team, then please send your CV to us at contactus@turnstone-rsa.com
Contact us
Should you have any queries, please direct them to
contactus@turnstone-rsa.com