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Join Estate Living and Carrick Consult as we discuss an innovative programme that Carrick Consult has launched to streamline estate planning and execution.
This new program will give your estate plan a ‘dry run.’ By simulating the execution of your estate plan, you can identify any errors that might have gone unnoticed, while at the same time making improvements.
An estate plan integrates several different industries, each with its complexities.
Any missing documents or an unchecked box can lead to lengthy administrative delays preventing beneficiaries from accessing the estate.
The discussion will look at emigration, trusts, and other areas of estate planning that will give you and your loved ones peace of mind for the future.
This edition of Estate Livings ExpertInsight webinar series, we discuss Carrick Consult innovative programme that has launched to streamline estate planning and execution. The MyLnD™ Programme will give your estate plan a ‘dry run.’ By simulating the execution of your estate plan, you can identify any errors that might have gone unnoticed, while at the same time making improvements.
Speakers
Anthony Palmer CA (SA)
Group Commercial Director –Â Carrick Consult
Louis Venter
Fiduciary Specialist, Carrick Consult
Louis holds a BCom (Law) degree from the University of the Free State and a postgraduate LLB degree from the University of South Africa. He is an admitted attorney of the High Court of South Africa. Louis was the founding director of Citadel Fiduciary Services which he ran for 8 years before taking up leadership roles in RMB Private clients and Maitland South Africa.
Louis has a passion for training and mentoring professionals from both the legal and financial advisory fields.
He is an accredited facilitator and assessor in this field of learning development.
Louis is an active practitioner with a high-profile client base which has been with him over many years. He credits all that he knows to what his clients allowed him to learn over many years of service to these families.
Anthony Palmer is a qualified Chartered Accountant and has been involved in financial services for the last 23 years. He is passionate about finance and financial services and loves working with clients to understand their needs and build appropriate investment and fiduciary solutions.
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After completing articles at Grant Thornton, Anthony worked for JP Morgan and Deutsche Bank in London and attained the position of Managing Director within Deutsche Bank’s alternative risk markets group while living in New York. He brought this experience back to South Africa and is Group Commercial Director at Carrick Wealth where he heads up Products and Investments and is a Director for Carrick Consult and LNKD Investment Managers.
Carrick is a 9-year-old financial advisory and wealth management business with over USD1bn Assets Under Management and 100 wealth managers, with licenses and boots on the ground in 5 African countries and plans to expand across eastern and western Africa. Anthony played a pivotal role in building the business and still maintains his clients to ensure he is at the cold face of the business where he specialises in international ownership structures and investments.