Private Wealth2025-08-26T07:27:16+00:00

Private Wealth

Doelie Lessing

Head of Tax | Head of Private Wealth

Our dedicated Private Wealth practice area provides bespoke legal solutions that empower clients to plan confidently for the future and shape lasting legacies.
Our team of legal specialists prioritise achieving each client's distinct objectives by leveraging strategic, tax-efficient planning solutions across multiple legal domains.

From crafting business succession strategies and investment structures to designing impactful charitable giving plans, we approach every detail with awareness of the complex personal dynamics often tied to wealth and estate planning.

Lawyers in our Private Wealth practice area provide services to clients who range from high-net-worth individuals, multi-jurisdictional high net worth families, trustees, family offices as well as local and multi-jurisdictional private wealth investment structures.

Our services span across the following areas

  • Governance structures and family value charters for high net worth (HNW) families and family structures

  • Advice in relation to wealth sharing, wealth transfer and complex asset structures of HNW families and private wealth investment structures
  • Bespoke tax advice for efficient and compliant multijurisdictional structures for HNW clients and their asset holding structures
  • Strategic litigation, dispute resolution and mediation services across multiple jurisdictions in respect of complex arrangements, relationships and structures involving HNW clients and their family offices

  • Advising on acquisitions and disposals of assets and businesses

  • Trusts, Foundations and other flexible family wealth investment vehicles

  • Control and protection mechanisms for HNW family investment vehicles

  • Data protection and intellectual property related services for HNW families

  • Luxury property services (wine estates, game ranches, seafront developments, golf estates)

  • Philanthropy, Charity and Art

  • Consulting and regulatory advice to family offices

  • Exchange control advice and applications

  • Succession planning and wills

  • Mental Incapacity and the impact thereof on decision-making, approval and consent mechanisms in multi-jurisdictional private wealth structures

  • Curatorship applications

  • Medical law, including living wills

  • Beneficial Ownership disclosures

  • Close association with service providers in relation to emigration / immigration, tax compliance and estate administration

Relevant matters

The below matters are a select number of firm matters. To find out more, contact enquiries@werksmans.com

Disputes

Werksmans Attorneys successfully represented a Danish investor in a [...]

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