Family Office
| Approach
Our multi-disciplined team will ensure that all of your financial affairs are taken care of and all of your needs are met, while we continue to grow and preserve your wealth.
You will have direct, personal access to our experienced in-house team of experts in investments, fund management, estate planning, wills and trusts, healthcare and insurance as and when you need it.
We will ensure that your finances are structured as tax-efficiently as possible, that your investment portfolio and asset allocations meet your personal risk profile, objectives and preferences, and that this is monitored and adjusted on an active, ongoing basis.
These services are available to clients with a net worth of R10 million.
| Investment
Share Portfolio Management Services
We offer tailor made portfolio management services designed specifically for you, your wants and needs, your tolerance for risk and particular investment objectives.
Our experienced team of professional portfolio managers will actively manage your portfolios for you, handling all of your day-to-day investment decisions and giving you the time to focus on what is most important, valuable and meaningful to you.
These services are available to clients with investments of R5 million or more.
FLAGSHIP LIFECYCLE UNIT TRUST RANGE
Most South Africans want to start investing, but don’t know where to begin. They lack a clear understanding of how to translate their financial goals into sound, performing investment decisions best suited to them, their life stage, wants and needs. And, even more so, how to manage and update these on an ongoing basis in response to changes in our lives and environments.
We offer three age-specific, risk-profiled, diversified investment portfolios: the Growth, Balanced and Defensive funds. This flagship range is one of the top multi-asset class risk-profiled ranges in South Africa.
We’ve removed all of the complexity for you. All you need to consider is how far away from retirement you are. Our experienced team will handle the rest
TAX ADVANTAGED INVESTMENTS
Tax Advantaged Investments offer two important benefits. They avoid the double taxation of corporate and personal income taxes and they frequently offer tax-deferred current income. Tax advantaged investments are available for almost any income level and can meet the full range of investment objectives.
| Offshore
Offshore Share Portfolio Management
Our experienced team of professional portfolio managers will actively manage your offshore portfolios for you, handling all of your day-to-day investment decisions and giving you the time to focus on what is most important, valuable and meaningful to you.
These services are available to clients with investments of R5 million or more.
International Unit Trust Range
Offshore investing is an important part of any long-term wealth preservation and risk diversification strategy. Our offshore funds provide diversification and professional management in a single investment.
Whether you’re looking to grow your wealth, to draw an income from your investments, or a combination of the two, we have the ideal offshore unit trusts to best suit you and your unique investment objectives.
| Business
Protecting Your Business
Let us handle of your businesses requirements for you, from valuations to buy/sell agreements, from key employee insurance and group insurance protection to estate planning and helping you build a lasting legacy.
Our experienced in-house team of financial services consultants will ensure that all of your businesses requirements are met throughout every stage of its development giving you the time you need to focus on and continue to grow your business from strength to strength.
| Trusts & Estates
Estate Planning
Preparing for and preserving our estates and legacies is one of the most important things for each of us to do, but can often seem like a daunting and challenging task alone.
Our specialised, in-house team of experts in wills, trusts and estate planning will ensure that you have a tax-effective estate plan using all of the legally available investment vehicles, legal entities and trusts. Let us help you build and preserve the legacy that you want for you and your loved ones.
How much Estate Duty will I have to pay?