Services

Plan with the FPI to ensure your financial future. Andrew Knott-Craig is a certified financial planner with the FPI and André Olivier is an AFPI. They are able to cater for all need of a client regarding investment advice, retirement planning, for life cover, provision for studies, etc A very important issue often overlooked in […]

Midboard has about 130 testamentary trusts under administration. It invests/manages the funds inherited by these trusts on behalf of the beneficiaries.  This includes inter vivos trusts and testamentary trusts. The administration involves the investment of funds, administration of assets, liaison with heirs, payments to the heirs and reporting to the heirs and co-trustees on a […]

Do not accept standardised trust deeds. It is important to get the document that fully satisfies your unique needs. Midboard can draft an inter vivos trust deed to suit any client’s needs This involves various meetings with both the founder and the beneficiaries of the trust as well as the different requirements and wishes of […]

Professional administration of estates done by experts in the field.  The administration of the estate is done by André Olivier in Graaff-Reinet and not in another town as with most other institutions …