NATIONAL FOOTPRINT I JHB & DURBAN
WHO WE ARE
Rodel Fiduciary specializes in disability trusts. At the core of our fiduciary duty is our responsibility to manage the trust in compliance with best practice, preserve the future of the beneficiary through bespoke independent financial management, and most importantly to care for the beneficiary through a specialized, integrated medicolegal management system.
Our services are unique in that:
Rodel Fiduciary appoints suitably qualified third-party service providers to perform certain financial services in respect of the investment and financial administration of the trust fund. Unlike fellow trust administrators, Rodel Fiduciary ensures that a range of financial service providers are engaged to provide a tailored financial solution based exclusively on the beneficiary’s unique financial needs, and the preceding litigation.
We will care for the beneficiary by managing his/her treatment needs with the assistance and advice of a dedicated medical case manager, e.g. Occupational Therapist. Such needs are assessed each year in advance, having regard to all medico-legal reports filed, opinions of treating doctors and therapists as well as interviews with the family and/or the patient/beneficiary.
The introduction of our digital Application connects all parties, in real time, and brings the practice and constructs of Fiduciary duty into the digital realm. This guarantees transparent communication and full recordkeeping with access to all records by all parties. Similarly, the digital application enables all three functionaries (administration, financial management and case manager) to be fully informed of ongoing developments. This ensures expeditious, high quality services to the beneficiary.