Family Office Clients
We work with families and business owners concerned with leaving a legacy and being able to pass on their wealth to heirs and future generations responsibly and effectively.
Our clients are time poor and have many moving parts to their lives. Their affairs and assets might be more complex, often with a global footprint, and can involve working with or co-opting a number
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.



