We will open with a presentation on current planning in the South African context and suggested structuring, setting the stage for a deeper discussion on how families can balance structure, flexibility, and effective oversight.
Following this, our panellists will share their perspectives on the opportunities and risks inherent in modern family cross-border estate planning and investment structures—drawing on multi-jurisdictional experience across Europe, Africa, and global family office environments.
South African estate planning has historically been shaped by tax and exchange control constraints, often resulting in structures that do not fully meet the broader needs of families—particularly around governance, simplicity, and long-term resilience.
With ongoing changes to both exchange control and tax frameworks, it’s timely to ask:
Tax‑efficient
Does it reduce the overall effective tax rate in a sustainable, defensible way?
Defensible
Can it withstand scrutiny from cross-border tax authorities and protect against threat actors such as creditors or divorce?
Governance‑aligned
Does it provide appropriate control and oversight without introducing tax risk?
Simple and maintainable
Are processes clear, and is the structure understandable to the next generation?
Bringing together leading practitioners who operate at the intersection of tax, structuring, and long-term family continuity.
Our goal is to explore not only the technical mechanics of family cross-border estate planning and investment structures, but also the human, behavioural, and governance dynamics that ultimately determine whether these structures succeed across generations.
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