Articles and updates

You’ve spent a lifetime building your wealth and carving out a piece of the world to call your own. Now, as you look to the future, you’re probably considering how best to ensure that your hard-earned legacy lands safely in your children’s hands. Amid concerns about inheritance possibly ending up in the wrong hands due […]

There exists a group of individuals who hold immense significance. They are trusted advisors, the circle of wagons or professionals that we choose to do business with and trust with our wealth and sometimes even safeguard our well-being. As the saying goes, “You can choose your friends, but you can’t choose your family”. We can’t […]

When it comes to selling your business or preparing for retirement, it’s simple – we just need to separate business and personal interests. Yeah right! I know from experience that it isn’t simple, and it can be an overwhelming experience when you are stuck in the middle of it and/or trying to do it alone. […]

Imagine being able to centralise the management of investments, accounts, and assets and get a comprehensive view of a family’s financial situation. Or minimising tax liabilities and optimising tax strategies to preserve wealth across generations. There are many more reasons why a Family Office support service exists. The best way to describe Family Office, is […]

When you have decided on where you and your family want to direct the wealth you have created for impact and purpose, the next stage is to plan the investment strategy to make this a sustainable reality. The ‘base layer’ portfolio needs to take care of supporting family members’ needs and wants, the impact of […]