Sanlam Private Wealth's Stanley Broun on the importance of comprehensive global estate planning

10 min

In this Smart Money with Alishia Seckam interview, Sanlam Private Wealth’s Stanley Broun discusses the importance of comprehensive global estate planning. Broun is the Head of Fiduciary and Tax at Sanlam Private Wealth and has worked for the company for over 15 years. In his current position, he works with HNWI and UHNWI clients in various ways – including drafting bespoke local and offshore wills and trusts, setting up offshore trusts, and providing extensive tax opinions. In this Smart Money interview, Broun discusses the importance of comprehensive global estate planning, and unpacks the key elements he examines when drawing up an estate plan for his high net-worth clients. Broun then explains the importance of having both an offshore and South African will if you have local and offshore assets. He also reveals how it will affect matters if your will is not in English. Broun concludes the interview by explaining how estate planning has the additional benefit of helping you structure your assets more efficiently.