Treasury Trust Services
Treasury Trust Services

Treasury Trust Services is a leading fiduciary firm within the Destinata Group, specialising in the establishment and management of discretionary trusts. We offer a comprehensive suite of services designed to protect and grow wealth through strategic estate planning and expert trust administration.

Acting as independent trustees, we ensure impartial, compliant, and professional management of trust assets. Our solutions span the full trust lifecycle, from formation and registration to long-term administration, providing clients with continuity, peace of mind, and protection for future generations.

In addition, we offer expertly drafted wills, carefully aligned with each client’s trust and estate strategy to ensure their legacy is secured and seamlessly passed on.

Our Specialised Services

Our Specialised Services

Trust Establishment

  • End-to-end facilitation of discretionary trust setup, ensuring all legal and administrative requirements are met efficiently

  • Custom drafting of trust deeds tailored to the client’s personal and financial objectives

Independent Trustee Services

  • Professional, impartial trustee appointments that ensure fiduciary duties are upheld

  • Oversight and decision-making in line with the trust deed and in the best interests of beneficiaries

Compliance Management

  • Assistance with regulatory obligations, including the filing of Ultimate Beneficial Owner (UBO) registers with the Master of the High Court

  • Proactive compliance support to keep clients ahead of legislative changes

Master Submissions & Liaison

  • Drafting and submission of required documentation to the Master of the High Court

  • Direct liaison with the Master to manage queries and expedite trust-related processes

Trust Administration

  • Organisation and facilitation of trustee meetings

  • Drafting of resolutions and minutes to maintain proper governance and compliance documentation

Trust Advisory & Education

  • Expert guidance on complex trust issues, including legislative and operational matters

  • Education for trustees and beneficiaries on roles, responsibilities, and rights

Will Drafting

  • Bespoke wills designed to integrate with existing trust structures for a cohesive estate plan

  • Ensuring clarity, continuity, and alignment with the client’s long-term intentions

Get in Touch

PRETORIA

(012) 991 3227

CAPE TOWN

(021) 851 3751

EMAIL

[email protected]

Protect your legacy with trusted fiduciary expertise.
Contact Treasury Trust Services today to discuss tailored trust solutions and long-term estate planning support.