Family Office Clients
of specialists, e.g., business partners/shareholders, local and foreign trustees, accountants and lawyers.
We act as a “helicopter” planner, hovering over that intersection of life where wealth, business, family and health meet – to ensure that the consequences of each decision made always fully aligns with what is important and the vision and blueprint established.
Achieving financial security is no longer the objective but managing the family balance sheet in an integrated and holistic manner is the goal with inter-generational wealth planning and legacy the primary focus.
Total family balance sheet (including trusts) is typically upwards of ZAR 100 million. We help oversee and manage the process to give peace of mind and confidence that your intentions and wishes are fulfilled.