INTERNATIONAL ESTATE PLANNING

Prudent investors mitigate risk through international diversification across multiple asset classes—thus a global strategy not limited to South Africa. 

The earlier this journey begins, the greater the long-term benefit.

For individuals with significant local assets, an effective approach is to externalise wealth into a protective structure, such as an offshore Discretionary Trust. The same principle applies to those at the early stages of building their offshore investment portfolio—establishing the right structure from the outset creates a strong foundation for future growth.

Novara Offshore partners with carefully selected offshore Trustees in well-regulated jurisdictions to ensure that assets are protected and preserved across generations through well-considered international estate planning.

This is achieved through the creation of a Trust Deed—a legally binding document that establishes the Trust and defines the relationship between the Founder/Settlor, Trustees, and Beneficiaries. It serves as the cornerstone of the structure, ensuring both asset protection and regulatory compliance.

Supporting this is a Letter of Wishes, a private document in which the Settlor provides guidance to the Trustees on the management of assets, distribution of funds, and interpretation of intent.

Together, these instruments form a cohesive international estate plan—designed to protect, grow, and transfer wealth with clarity and purpose across generations.