Our connection with you is the catalyst for creating your financial road map. Through that, our fiduciary team is able to create a detailed analysis of your assets and align them to your vision. From there, we plan for the next generation through your will and trusts. Our strategic partners are world-leading international and domestic institutions that ensure that all legal and tax requirements are structured in line with your wealth management strategy.
we help you with:
1.
Tax structuring for trusts, companies, foundations and global jurisdictions.
2.
Multi-generational planning
3.
Local & offshore trusts for your legacy planning
4.
Wills & estate planning: We administer your estate and ensure that your assets are distributed according to your wishes after your death.
5.
International emigration services: We offer customized solutions for your specific global immigration and relocation needs.
LET’S CONNECT
T +27 11 483 1182 | E info@caleocapital.com | 71 4th St, Houghton Estate, Johannesburg.
Julia Jane Persson, Natural Objects (2019)