Smart Money – Sanlam Private Wealth’s Stanley Broun on the importance of global estate planning

In this Smart Money with Alishia Seckam interview, Stanley Broun discusses the importance of global estate planning.

Broun is the Head of Fiduciary and Tax at Sanlam Private Wealth.

He has over 11 years’ experience in the fiduciary and tax environment, providing expert advice to high-net-worth and ultra-high-net-worth clients.

Broun has expertise across both local and cross-border estate planning, with a special focus on situs assets, local and offshore estates, estate and inheritance taxes, estate duty and trust taxes, law of succession, and structuring of local and foreign assets.

He is passionate about finding the most suitable solutions for his clients – particularly in an industry that is always evolving.

Broun’s career highlight is the opportunities he has had to work in various sectors of the financial services industry – allowing him to constantly learn, experience, and grow.

Broun has a Bachelor’s Degree in Business Development from Stellenbosch University, and a Master’s Degree in International Tax from the University of Cape Town.

The interview

In this Smart Money interview, Broun unpacks why global estate planning is important, and why it should be done as soon as possible.

He unpacks several important elements when drawing up a global estate plan, including the importance of housing your assets in the correct structure at all times. 

Broun then shares impactful advice for entrepreneurs who want to convert a business into personal wealth.

He concludes the discussion by unpacking why it is important in most cases to have both an offshore will and a South African will.

Watch the full interview with Stanley Broun, below.