A private 5-minute diagnostic for business owners, professionals and families who want to understand where wealth may be exposed before deciding whether anything needs to change.

You do not need to know which structure, jurisdiction or professional you need. This Audit starts with your circumstances, not a predetermined solution.

Firewall Exposure Audit™

A private diagnostic for business owners and families who want to understand where wealth may be exposed before deciding whether anything needs to change.

You do not need to know which structure, jurisdiction or professional you need. The Audit begins with your circumstances, not a predetermined solution.

PART 1 OF 7

What You've Built

We begin by understanding what you are trying to preserve and the broad scale of the assets involved.

1. Which best describes the wealth you would want considered?

Operating business or group of businesses Investment or property portfolio Business interests plus substantial investments Family holding or investment structure Other substantial family wealth

2. Approximately what is the combined value of the business interests, investments and other assets you would want considered?

Under R10 million R10 million - R25 million R25 million - R50 million R50 million - R100 million R100 million - R250 million R250 million+ Prefer not to say

3. Where are significant assets or business interests currently located?

Select all that apply.

South Africa Mauritius UK or Europe UAE United States Other African countries Other international jurisdictions

PART 2 OF 7

How It's Owned

Ownership can matter just as much as the underlying value of an asset.

4. How is most of your accumulated wealth currently owned?

Select all that apply.

Personally in my own name Jointly with my spouse or partner Through South African companies Through foreign companies Through trusts Through foundations or similar structures I'm not entirely sure how everything is legally owned

5. If something happened to you tomorrow, how confident are you that you know exactly what would happen to your major business interests and investments?

Very confident - the arrangements have been professionally reviewed recently Fairly confident, but the arrangements have not been reviewed recently I have arrangements, but I'm not entirely sure how they would work I'm not confident I've never really examined this

PART 3 OF 7

Your Family and Future Beneficiaries

The objective is not simply to identify who inherits, but how future circumstances could affect what they inherit.

6. Who do you ultimately want your wealth to benefit?

Select all that apply.

Spouse or partner Children Grandchildren or future generations Other family members Charitable or philanthropic causes

7. If substantial assets eventually pass to your children or other beneficiaries, how do you currently expect them to receive those assets?

Directly in their own names Through an existing trust or family structure Some directly and some through existing structures I haven't decided I'm not sure what my existing arrangements would actually do Not applicable to my circumstances

8. Are any family members who may eventually benefit from your wealth already living, working or considering living outside South Africa?

Yes, one or more are already overseas Yes, one or more are considering moving overseas Possibly in the future No I'm not sure

PART 4 OF 7

What Could Change?

This is the stress-test part of the Audit: identifying future events that may deserve closer examination.

9. Which future events concern you enough that you would want to understand their possible effect on your family wealth?

Select all that apply.

My own divorce or relationship breakdown A child's future divorce Creditors or business failure Poor financial decisions by beneficiaries Premature death Remarriage Family disputes Tax or residency changes Political or economic changes None of these particularly concern me at present

10. Have your matrimonial arrangements and ownership structures ever been professionally reviewed together in relation to your business and accumulated wealth?

Yes, within the last three years Yes, but more than three years ago Only when I married or entered my current relationship No I'm not sure Not applicable

PART 5 OF 7

International Complexity

Different countries, structures and tax residencies can create additional planning considerations.

11. Do you expect your own country of residence or tax residence to change within the next five years?

Yes, definitely Possibly I am already internationally resident I am currently exploring my options No

12. Which statement best describes your current international structuring?

I have no international structures I hold some international investments personally I already have foreign companies, trusts, foundations or similar structures I have several structures across different jurisdictions I inherited or became involved with existing structures I'm not confident I fully understand how everything fits together

PART 6 OF 7

How Prepared Are You?

Many successful families already have advisers and structures. The important question is whether the whole picture has ever been reviewed together.

13. When was the last time your business ownership, estate planning, matrimonial position, international assets and succession arrangements were reviewed together?

Within the last 12 months One to three years ago More than three years ago Individual areas have been reviewed separately, but never together Never I'm not sure

14. If this Audit identifies a meaningful exposure, what would you most want to achieve?

Protect continuity of my business Preserve wealth for children and future generations Understand exposure to divorce or family disputes Improve succession planning Review international ownership or structures Prepare for relocation or a change of tax residence Simplify existing structures Simply understand whether I need to change anything

15. If specialist advice is warranted, when would you realistically want to address it?

Immediately Within three months Within six months Within twelve months I'm researching for the future

PART 7 OF 7

The Question That Matters Most

The answers above tell us about structures and circumstances. This final question tells us what matters most to you.

In your own words, what concerns you most about what could happen to everything you've built?

Where Should We Send Your Firewall Exposure Summary™?

Please provide the details below so your assessment can be reviewed in context and, where appropriate, the relevant next step can be identified.

Name

Company

Position / Role

Country of Residence

Use whichever email address you prefer for a private response.

Telephone / WhatsApp

What happens when you submit?

Your answers will be reviewed in context. Where potential exposures warrant closer examination, you'll receive a personal response identifying the areas we believe deserve further consideration and an appropriate next step.

Your information will be treated privately. Completing the Audit does not presume that any particular structure or solution is appropriate.

Firewall Exposure Audit™

What You've Built

How It's Owned

Your Family and Future Beneficiaries

What Could Change?

International Complexity

How Prepared Are You?

The Question That Matters Most

Where Should We Send Your Firewall Exposure Summary™?

We value your privacy