Dale has more than 20 years’ experience in the financial industry, with extensive knowledge of the management and administration of trusts and companies. His fields of expertise include the formation of corporate and trust structures; estate planning and management; tax advice and planning; general accounting; personal portfolio management; property administration; offshore structuring; and trust planning and advice, including investment management. He has a master’s degree in international tax University of Stellenbosch and is a is a member of SAICA (South African Institute of Chartered Accountants), FISA (Fiduciary Institute of Southern Africa), STEP (Society of Trust and Estate Practitioners) as well as being a member of SAIT (South African Institute of Tax Practitioners).
Sentinel International is a fiduciary services company with global reach and expert knowledge on cross-border trust, tax and estate-planning affairs. We have offices throughout South Africa and a network of international associates in the Channel Islands, Geneva, Switzerland and Mauritius.
We preserve the wealth of our families – who often have both assets and heirs in multiple jurisdictions – by formulating Legacy Plans which ensure that wealth is preserved for future generations and succession planning and tax mitigation strategies are correctly implemented. We pride ourselves on our after-sales service and are not afraid of having the difficult conservations others shy away from.
We’ve gone to great lengths to assemble a top-notch team of Specialists to cater for the myriad situations our families find themselves in. No firm is better equipped to deal with the many challenges of preserving generational wealth for South African families in today’s globalised world.
Our clients already understand the immense value we add to their families. But we will not rest until all South Africans appreciate that while an estate plan is a vast improvement on a will, the only way to preserve one’s wealth from one generation to the next is to implement a carefully thought out Legacy Plan.