What we do

We appreciate that time is one of your most valuable assets. As such, we look to simplify your life by providing two principal categories of expertise: wealth management and support services.

The Family Office not only helps to organise and manage client’s investments, but also provides assistance with lifestyle and administrative issues.

As your Family’s assets continue to grow, either gradually or as the result of a significant liquidity event, often life becomes increasingly complex. With this in mind, you may find it beneficial to consolidate your needs with a Family Office.

In order to sustain generational wealth, we assist our Families by:

Developing a comprehensive financial plan for each Family that outlines specific goals, risk tolerance, and strategies for wealth management and preservation across generations.
Implementing Family governance structures, such as Family Councils, to facilitate decision-making and involvement in wealth management matters.
Educating Family members, especially younger generations, about financial literacy, responsible stewardship and the values associated with wealth preservation.
Implementing appropriate Family structuring strategies, such as trusts and other legal structures, to protect Family assets.
Engaging experienced professionals to provide specialized expertise and guidance on wealth management.
Fostering collaboration, trust, and unity among Family members by involving them in decision-making processes and encouraging shared ownership of the Family’s wealth and legacy.

what we do



Bespoke Onshore and Offshore Investment Solutions

Our extensive onshore and offshore network has given us access to unique Investment opportunities not ordinarily available to the public
We Provide direct access to the actual Asset/Fund Managers managing your money
We are able to offer flexible Investment Solutions, specifically tailored to your Family’s personal circumstances and needs



Retirement and Estate Planning

A comprehensive Needs Analysis Tool guides us in providing relevant Tax Efficient solutions in preparation for your retirement
We are able to provide tailored Onshore, Offshore and Living Wills
We are able to implement professionally drafted Trust Deeds and Letters of Wishes for Onshore and Offshore Trusts
We provide more personal, professional Executorship Services for Deceased Estates



Onshore and Offshore Banking

Our Financial Services Licenses enable us to open onshore and offshore Banking Accounts for your Family, as required
We assist with facilitating your essential onshore payments requirements
We facilitate immediately available funds, Call Deposits and Notice Deposits
We offer preferential Foreign Exchange rates for all transfers of funds to and from South Africa



Onshore and Offshore Trust and Company Structuring

Partnering with trusted, highly qualified and respected Industry Colleagues, we facilitate setting up onshore and offshore Trusts and Companies for your Family
These Family Structures are closely overseen by us, thereby ensuring that appropriate Fees are being applied and efficient administration processes are being followed



Independent Trustees, Protectors and Directors

Our extensive industry experience and knowledge enables us to offer our services as:

An Independent Trustee on your local Family Trusts
An Independent Director on your local Holding, Property and Investment Companies
An Independent Protector for your offshore Trust



Family Accounting and Tax Submissions

Our professional Team provides:

Accounting Services

A comprehensive accounting function for your Family’s onshore Family Structure

Tax Services

All tax submissions for your Family’s onshore Family Structure
Submission of Beneficial Ownership Registers
Submission of annual IT3T Certificates

Company Secretarial Services

Submission of all CIPC annual reporting requirements

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Personal and Health Risk Management

Taking current Family and personal circumstances into account, our Personal Risk Analysis includes evaluating the suitability and appropriateness of any existing Life Insurance Policies that are currently in place
We assist in assessing personal Medical Aid Solutions for your Family
We are able to assist in putting suitable and essential Gap Cover solutions in place



Philanthropic Planning

We collaborate with leading professionals in philanthropy in assisting your Family in assessing the possibility of establishing either Charitable or Philanthropic Structures
Appropriate tax registrations are facilitated for these Structures