Accuro's mission is to care for and protect families and their wealth for the long term. We do so by attracting and developing exceptional people.
We operate a multi-jurisdictional Trust and Family Office business that works in partnership with international families holding cross-border assets. Our highly personalised services incorporate a flair for entrepreneurial decision-making with a clear understanding of our clients' needs.
As an owner-managed business, we pursue a long-standing, conflict-free strategy that is aligned with our clients' long-term objectives.
Insight
The principal point of contention is often the actual physical transfer of information and files from the outgoing trustee.
Taking another look at estate planning encompasses retirement tax and investment planning however the cornerstone always revolves around a valid Will which allows you to specify how you want your assets distributed. Making use of a trust could also be a viable estate planning tool however it's not always in everyone's interest to always use this method as many South African are now listed globally. Joining Bryan Joffe in this edition of You and Your Money is Gordon Stuart Managing Director at Accuro.
Accuro’s chief executive Xavier Isaac examines the trend towards philanthropic giving and how Switzerland is at the forefront.
News
9 April 2018
A 40-year-old Geneva-based family office is opening a Zurich arm following a
management buyout last year. The existing partners are planning for the long-term.
26 March 2018
STEP interviews Gordon Stuart, speaker at the STEP South Africa Conference 2018.
20 November 2017
“I am absolutely delighted and humbled to have been named alongside the industry’s leading figures. This ranking would not be possible without the support of an incredible team at Accuro.”
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