Fiduciary
Fiduciary planning is not only about what happens later. It is about how wealth, assets and responsibilities are managed today, transferred properly and recorded correctly when circumstances change.
Overview
Fiduciary matters need more than paperwork
Wills, trusts and estate planning affect families, businesses and long term asset protection. When these matters are left unattended, the result is often delays, unnecessary tax exposure, uncertainty between parties and legal complications that could have been avoided.
RVN approaches fiduciary work with a practical understanding of ownership, control, family interests and compliance requirements. This means each matter is considered in the context of the wider financial position, not as an isolated document or once off instruction. The focus is on making sure assets are protected, intentions are properly recorded and future administration can be handled with less friction.
Whether the requirement is drafting a will, setting up or reviewing a trust, planning an estate or dealing with estate administration, the work must be clear, current and legally sound.
Deceased Estates
Estate
Administration
Handling the estate process from reporting to the Master, preparing liquidation and distribution accounts, managing tax matters and facilitating asset transfer to beneficiaries.
Special Purpose Engagements
We conduct assurance engagements for defined reporting needs such as compliance verification, project expenditure, or lender confirmations, providing independent assurance where precision is essential.
Financial Due
Diligence
Before an acquisition or investment, we evaluate the financial position and performance of a business. Our analysis identifies risks, verifies key data, and supports sound, informed decisions
Special Purpose Engagements
We conduct assurance engagements for defined reporting needs such as compliance verification, project expenditure, or lender confirmations, providing independent assurance where precision is essential.
News & Insights
Latest thinking across our service areas and industries
5 min read
23 October 2025
5 min read
23 October 2025
Frequently asked questions
Fiduciary services generally relate to the protection, management and transfer of assets and responsibilities. This can include wills, trusts, estate planning, deceased estate administration and succession related matters.
A will should be reviewed when personal, financial or family circumstances change. Marriage, divorce, the birth of children, the acquisition of assets, business changes or the death of a beneficiary can all affect whether a will still reflects the intended outcome.
Not always. A will is one part of estate planning. Estate planning can also involve trust arrangements, beneficiary planning, liquidity considerations, tax exposure and how business or family assets are held and transferred.
A trust may be considered where there is a need to protect assets, manage wealth across generations, provide for beneficiaries in a controlled manner or support broader succession planning. Whether a trust is appropriate depends on the specific facts and intended purpose.
Outdated documents can create conflict, delay administration and result in arrangements that no longer reflect the actual position. This can affect beneficiaries, executors, trustees and the administration of the estate as a whole.
Yes. Where trusts form part of the broader estate plan, these matters should be considered together. This helps ensure the legal arrangements and financial position support the same intended outcome.
Frequent Asked Questions
Our Experts
Speak with a professional
Lehané Price
In-house Attorney
Marguerite Johl
In-house Attorney
René Prinsloo
Human Resources