Trusted Fiduciary Services for Over 30 Years
Private Client Trust has been a fundamental pillar of our comprehensive fiduciary services offering for 30 years. Private Client Trust provides all the necessary fiduciary solutions to empower Independent Financial Advisors and individuals to use our Trust formation, Will drafting, Estate Planning and Estate Administration facilities with confidence.
Grant Alexander
B.Com Hons (FAPM) (Tax) CA (SA) LLM
Director Private Client Holdings
A Chartered Accountant with an Honours degree in Taxation and a Masters degree in Commercial Law, Grant has investment qualifications from the Securities Institute (London) and a B.Com Honours degree in Financial Analysis and Portfolio Management from the Graduate School of Business. Grant is the founder of Private Client Trust and is responsible for its seamless functioning believing that effective Estate Planning and a sound Will are fundamental to multigenerational wealth management.
Sarah Love CFP® FPSA® TEP
BComm LLB
An admitted Attorney and Notary with a BCom and LLB from the Nelson Mandela Metropolitan University, Sarah moved to Cape Town in 2008 where she articled in a small fiduciary focused practice. Realising that practising as an Attorney was not for her, Sarah joined the Private Client Holdings family in 2012. Since then, she has become a Fiduciary Practitioner of South Africa, as recognised by FISA and completed her Certificate in Deceased Estates Practice with distinction in 2013 and completed a Post Graduate Diploma in Financial Planning. Sarah is a Registered Trust and Estate Practitioner of the Society of Trust and Estate Practitioners which is a global professional body advising families across generations (STEP).
Elmien Pols CFP® FPSA® TEP
Fiduciary Specialist
Elmien Pols is a Fiduciary Practitioner of South Africa, a Certified Financial Planner and a Registered Trust and Estate Practitioner of the Society of Trust and Estate Practitioners which is a global professional body advising families across generations. Elmien has extensive experience working in the fiduciary industry and is passionate about estate planning and Will drafting as a key part of wealth creation and preservation. Her professional, client centric approach is central to the Private Client Trust offering (STEP).
Bettina Williams
LLB
An admitted Attorney of the High Court of South Africa, with an LLB from the University of the Western Cape, Bettina joined Private Client Holdings in January 2022 as our Estate Administrator. Before joining the Private Client Trust fiduciary team, Bettina completed her articles at a full-service law firm in Cape Town with an estate and trust administration offering. While practising as an attorney, she realized that a career in fiduciary would be the perfect fit. Aiming to expand her knowledge, Bettina now aspires to become a Fiduciary Practitioner of South Africa (FPSA).
e: bettina@privateclient.co.za
Kirsten Francis
Fiduciary Administrator
With a background in wealth management and a passion for people, Kirsten joined the Private Client Trust fiduciary team as a Junior Fiduciary Administrator. Her experience in client service and enthusiasm for learning has ensured that the administrative aspects of wills, trusts and estates are efficiently managed for our clients. As part of her continued dedication to the fiduciary profession, Kirsten has successfully completed her Professional Certificate in Estate and Trust Administration.
e: kirsten@privateclient.co.za