About Ninety Seven Fiduciary – Your Expert in Trust Administration

Welcome to Ninety Seven Fiduciary, South Africa’s trusted partner in professional trust administration. Born from a strategic partnership between accountants, lawyers and financial advisors, we combine decades of financial and fiduciary expertise to deliver reliable, compliant, and transparent trust management services. Our mission is to safeguard your assets, honor the intentions of trust founders, and secure the long-term interests of beneficiaries with unmatched integrity and precision.

 

Your Trusted Partner in Professional Trust Administration

Who We Are

At Ninety Seven Fiduciary, we are more than just a fiduciary service provider. We are your dedicated partner in preserving wealth and building legacies. Our team comprises seasoned professionals with extensive experience in accounting, financial planning, and South African fiduciary law. By blending technical excellence with a client-centric approach, we ensure that every trust we manage is legally sound, financially efficient, and aligned with your unique goals.

Our partnerships bring together complementary strengths. C2M’s expertise in accounting and compliance pairs seamlessly with TVC’s proficiency in wealth and health management, and VZK Attorneys’ specialised knowledge in property law, conveyancing, commercial and corporate matters, wills, estates, and trust administration. This powerful combination creates a robust framework for comprehensive trust administration, ensuring every legal, financial, and wealth management aspect is expertly handled. This synergy allows us to offer tailored solutions that meet the diverse needs of trust founders, beneficiaries, and advisors across South Africa.

Justin Els

Independent Trustee, Ninety Seven

Justin Els serves as an Independent Trustee of Ninety Seven, bringing a values-driven approach to leadership, governance, and strategic decision-making. His personal philosophy centers on striving to be the best version of himself while encouraging others to do the same.

Justin is the Co-Founder of Cap Ur Tax and a Director at TVC Wealth and Health, where he has built a strong reputation in tax advisory, financial planning, and wealth management. Through his work, he assists individuals and businesses in making informed financial decisions that support long-term stability and growth.

Inspired by the belief that purpose drives resilience, Justin lives by the principle: “He who has a why to live can bear almost any how.” This mindset shapes both his professional and personal leadership style.

As an Independent Trustee, Justin contributes independent oversight, sound judgment, and a commitment to ethical governance to support sustainable value and accountability.

Trusts

Trust Setup and Registration

Establishing a trust is a critical step in protecting your assets and planning for the future. Our team provides expert guidance to create trusts that align with your financial, personal, and estate planning objectives.

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Asset Management

Asset Management

Protecting and growing trust assets is at the core of our services. Our experienced team employs prudent and strategic asset management practices to ensure the long-term financial health of your trust.

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Compliance

Compliance and Legal Oversight

Navigating South African fiduciary law can be complex, but our team ensures your trust remains fully compliant.

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Independent Trustee

Independent Trustee

We offer independent trustee services tailored to protect and manage your trust with integrity, transparency, and impartial oversight.

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Trusts

Trust Setup and Registration

Establishing a trust is a critical step in protecting your assets and planning for the future. Our team provides expert guidance to create trusts that align with your financial, personal, and estate planning objectives.

View more
w

Asset Management

Asset Management

Protecting and growing trust assets is at the core of our services. Our experienced team employs prudent and strategic asset management practices to ensure the long-term financial health of your trust.

View more
w

Compliance

Compliance and Legal Oversight

Navigating South African fiduciary law can be complex, but our team ensures your trust remains fully compliant.

View more
w

Independent Trustee

Independent Trustee

We offer independent trustee services tailored to protect and manage your trust with integrity, transparency, and impartial oversight.

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Our Purpose and Values

Our purpose is clear: to manage and protect assets held in trust with the highest standards of integrity, precision, and care. We believe that trusts are more than financial instruments, they are vehicles for preserving legacies, protecting loved ones, and achieving long-term financial goals. At Ninety Seven Fiduciary, we are guided by the following core values:

Integrity: We uphold the highest ethical standards, ensuring transparency and accountability in every action.

Precision: Our meticulous approach to trust administration guarantees accuracy in compliance, accounting, and reporting.

Personalized Care: We tailor our services to meet the unique needs of each client, fostering trust and confidence.

Compliance: We adhere strictly to South African fiduciary laws, safeguarding your trust from legal and financial risks.

Excellence: We strive for excellence in every aspect of trust management, delivering results that exceed expectations.

Long term planning for Unlimited Success