Intergenerational Wealth and Legacy Planning

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Legacy and Inter-Generational Wealth Planning

Setting up a family charter

Working with children and heirs

Creating a family legacy

Charitable giving

Office Number:

+27 (0)21 2000053

Mail

[email protected]

for those that don’t like to email or call
+27 82 653 0996

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Defining Your Financial Blueprint

Understanding you, your goals, your fears and mapping out your strategy.

Cashflow Planning and Balance Sheet Management

Assessing your income, expenditure, assets and liabilities to optimize and build your net worth

Protecting Family, Income and Assets

Providing peace of mind for the unforeseen with correct levels of protection in place

Retirement and Financial Independence (Pre-and Post)

Create the framework for retirement and financial security, using models and all the tools available

Portfolio Management and Investment Planning

Optimize your portfolio and investment plan locally and offshore

Tax Planning and Optimization

Utilize tax efficient strategies and tools to minimize tax burden and create efficiency

Henceforward (Pty) Ltd Reg No 2020/491620/07 is a Graviton Partner, licenced under Graviton Wealth Management, FSP 8772

Contact Us

Office:

+27 (0)21 2000053

Mail: