A Story of Preserving Your Generational Wealth

Director/Fiduciary Specialist

Zola Mbatha

Zola is a highly experienced Fiduciary specialist with senior experience in Estate Planning and Estate Administration. She holds an LLB Degree from the University of Johannesburg and is admitted as an Attorney of the High Courts of South Africa. Her key areas of expertise are Estate Planning, Wills, Trusts as well as Estate Administration and business risk and compliance. Zola’s work experience includes directing a Fiduciary Services department as well as the senior administration of High Net worth Estates.Zola is very passionate about people and believes that everyone needs support during their time of loss and confusion.

How May I Help You?

Risk Analysis

Collecting data from the affected business unit in order to determine risk exposure for same and to compose the Fiduciary Solution.

Legal Advisory

Consultation to discuss your Fiduciary needs and advise on how to handle each challenge cost effectively.

Estate Planning

Estate Tax, costs and a liquidity calculation as well as draft any agreements relating to the planning of your estate.