We provide family office solutions with tailored support throughout your wealth management journey.
What is a Family Office?
A Family Office is an estate planning structure that will assist with minimising estate duties and administration costs. It will allow you to leave a legacy behind without your heirs having to delve into their inheritance to pay for these costs.
What are the benefits?
Lower estate duties
Risk planning
Estate planning
Continuity planning
Less life insurance required to pay for estate administration costs
The structure will allow you to build a more flexible and bespoke investment portfolio
Where do we come in
We will assist with not only setting up the Family Office structure but also making sure that it is compliant. This includes appointing an Independent Trustee on your trust(s), drafting the relevant meeting minutes and resolutions, and complying with the South African Revenue Service.
How to get started
Click here to request your free illustrative Family Office proposal.
Should you feel that you require setting up a Family Office, please schedule a meeting with us by completing our contact form or by sending us an e-mail.