Investing

Smart Money – Sanlam Private Wealth’s Stanley Broun

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.

This tax knowledge helps his clients maintain and grow their finances – ensuring their children and grandchildren are well provided for.

Broun also works with companies on tax solutions during restructuring processes, and advises portfolio managers internally at Sanlam.

While working at Sanlam, Broun has embraced a customer-centric approach and is passionate about finding the best solutions for his clients in an ever-changing market.

Broun boasts a Masters in International Tax from the University of Cape Town.

The interview

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.

Watch the full interview with Stanley Broun below.

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