ANCHOR SUCCESSION
Preserve your legacy with expert estate planning & structuring
Ensure your wealth is protected and transferred seamlessly to the next generation. Speak to an estate planning specialist.
What we do
There’s no one-size-fits-all approach to estate planning and structuring
True, holistic estate planning does not only look at those assets owned by an individual in their own name but covers all 4 asset silos as they are governed by different rules, laws and documents. Bespoke planning across these silos, both locally and offshore, ensures that no “one size fits all approach” limits a family group’s opportunities and possible solutions to expensive pitfalls.
ASSET SILOS
Trust assets are managed by Trustees according to the Deed of Trust. Our aim is to ensure the correct management of these assets for ultimate protection of the Beneficiaries:
- Trustee appointment
- Trust set up
- Trust Deed - reviews, amendments, terminations etc.
- Trust administration, accounting and tax
Assets owned by the Client in their own name are subject to the effects of marriage, divorce, insolvency and death. Our aim is to structure these assets optimally and ensure successful transfer of wealth to the next generation.
- Estate planning
- Living liquidation & distribution accounts
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Drafting of wills
- Appointment as executors
- Administering deceased estates
Company assets are owned by the entity. Our services focus on the company structure from a shareholder perspective to ensure best effect in individuals estates.
The following services will be facilitated by Anchor on request:
- Registration of new company with custom MOI
- Amendments to MOI
- Drafting of shareholding agreements and buy-and-sell agreements
- Company and CC valuations
Life, Pension and Retirement products are subject to legislative rules. The treatment of these products can greatly affect an individual’s estate liquidity, estate duty and the success of the planned outcome.
- Review of insurance products in line with the objective to determine the success thereof
- Testing insurance products against the criteria of the Estate Duty Act
- Beneficiary nominations
- Retirement products
DOWNLOAD THE LIFE FILE CHECKLIST NOW
Estate planning isn’t just about the future—it’s about ensuring peace of mind today. Our Life File Checklist helps you organise all the essential documents your loved ones may need, from wills and trusts to financial records and key contacts.
🔹 Ensure your affairs are in order
🔹 Simplify decision-making for your loved ones
🔹 Gain clarity on your estate planning needs
Plan today, protect tomorrow
Estate planning is about more than writing a will—it’s a comprehensive strategy to manage and protect your assets during life and after death. Through thoughtful estate structuring, protect your beneficiaries, and ensure a smooth transfer of wealth according to your wishes. With Anchor Succession, we help you safeguard your financial legacy with expert planning tailored to your needs.
The Anchor Succession team
Meet your team of specialists
Di Haiden
Di Haiden has been with RCI since 1990 and has worked with Rob Cowen since 1987. She is currently a Director and Chief Executive Officer of RCI. Prior to RCI (which seems like aeons ago!), Di started working in the family office space in 1982 with Fairheads Trust in the Cape, moved to Joburg and went into partnership doing accounting and bookkeeping for small businesses and then met Rob, who invited her to join RCI. Her ‘outside office’ activities include being involved with her children and myriad of their offspring (7 grandchildren), organising annual family concerts, playing sport (golf rather badly) and exercising.
Andrew Lawson
Andrew is a CFA charterholder. He joined RCI in 2016 after five years in the finance department of a local distributor for a large global brand, where he was responsible for the treasury function. Andrew is currently involved in RCI's day-to-day business operations and assists clients with achieving their investment goals. When not focused on work or his wife and two young children, Andrew can be found on the golf course, probably looking for his ball in the rough.
Kirsty Lucas, CA (SA)
Kirsty joined RCI in December 2015. Kirsty is the Financial Manager of the company and leads our Trust accounting team. Prior to joining RCI, Kirsty completed her articles at RSM Betty & Dickson and qualified as a Chartered Accountant. After several years as an audit manager, she left auditing to obtain corporate experience and worked in the finance department of Broll Property Group. After hours, Kirsty loves spending time with her husband and two daughters. They enjoy outdoor activities together such as walking & playing tennis. Kirsty enjoys being actively involved in all aspects of her daughters' schooling, especially enthusiastically supporting their sport from the sidelines.
Kate Trollip
Kate has a Bachelor of Arts degree in Industrial Psychology and Anthropology and graduated from Rhodes University in 2006. She has tried her hand at many professions ranging from event management to working in the accounts department as a creditors clerk for Legacy Hotel Management Services. She started working at Robert Cowen Investments in February 2011 as an assistant bookkeeper but was moved around the company until she found something she was passionate about – the Trusts and estates work. Kate also loves interacting with the clients of Robert Cowen Investments and has come to know a number of the families quite well. In her spare time, she enjoys going on adventures with her son.
Aarthi Bikram, MTP (H Dip Tax)
Aarthi Bikram holds a Bachelor of Commerce Degree and a higher Diploma in Taxation. After graduating Aarthi has spent 17 years in various family offices as a client accountant assisting high-net worth clients and their families. Aarthi is a registered accountant with SAIBA and a registered tax practitioner with SAIT. When not crunching numbers, she enjoys expressing her creativity with cooking and spending time with her husband and family.
Estate planning Insghts
Explore the latest insights...
The why and the how of offshore asset structuring
- Di Haiden, CEO: Robert Cowen Investments
In its first Financial Stability Review (FSR) of 2024, the SARB refers to ‘Domestic institutional investors’ total offshore asset allocations being almost the size of...
Understanding situs and situs tax
- Di Haiden, CEO: Robert Cowen Investments/Kate Trollip, Family Office Administrator, RCI
The word ‘situs’ is used in financial and legal jargon as if we all understand its meaning. But do we, and what are the implications...
The impact of SA’s greylisting on trusts
- Di Haiden, CEO: Robert Cowen Investments
SA’s greylisting and its consequences have impacted many aspects of our lives, and trusts are no exception. As many financial advisors and individuals are trustees...
Contact Us
Speak to a specialist today
Speak to a specialist to discuss your financial goals.
- 011 591 0677
- invest@anchorcapital.co.za
