Real Client Story: Strategic Financial Planning for a Family Office Client
This real-life case study shows how we helped a retired couple restructure their R67 million portfolio for sustainable income, tax efficiency, and generational wealth — all for a flat annual fee on The Henceforward Family Office model.
Hedge Funds 101: How they work and some of Sa’s best performing ri hedge funds
In recent years, hedge funds have been gaining traction among South African investors, evolving from niche investment vehicles to integral components of sophisticated portfolios. Here we examine how they work and some of the best performers
What Is a Family Charter – And Why Every Wealthy Family Should Consider One
The Family Charter is a powerful, non-legal document that gives families a framework for managing their wealth, values, and vision across generations … and a wonderful tool for creating legacy, unity and generation success
The Art and Intricacy of Intergenerational Wealth Planning
Whether through successful businesses, savvy investments, or sheer hard work, wealth creation is a journey many undertake. However, an often neglected aspect of this journey is intergenerational wealth planning. This involves establishing strategies and structures that will help pass wealth from one generation to the next in the most effective way possible.
Helping Your Child Settle Their Home Loan: The Smart Way to Lend or Gift
Many South African parents want to help their children settle their bond or get ahead financially. Helping your child pay off their home loan can be a life-changing gesture — but if not structured correctly, it can trigger donations tax, affect your estate, and even increase executor’s fees.
Top 10 Mistakes Families Make When Planning for Wealth Transfer
Passing on wealth isn’t just about writing a will—it’s about transferring values, intentions, and long-term security. Yet even the most financially successful families can make avoidable mistakes when it comes to estate and legacy planning. From unclear communication to over-reliance on a single heir, here are 10 of the most common (and costly) mistakes families make when trying to pass wealth down the generations:
Why the 10-Year US Treasury Matters – Even If You Live in South Africa
The 10-year US Treasury might sound like something only Wall Street traders need to worry about—but its ripple effects stretch from Washington to Cape Town. This article breaks down why it’s considered the global risk-free benchmark, how it shapes everything from bond yields to portfolio returns, and why even local South African investors should be keeping an eye on it.
10 Costliest Investment Mistakes (and How to Avoid Them)
We all make investment mistakes — even the smartest investors. It’s rarely about intelligence. More often, it comes down to poor timing, emotional reactions, or not having a clear strategy in place. And sometimes, the biggest financial missteps happen not because we act, but because we fail to evolve.
Give with Intention: Reduce Estate Duty and Strengthen Your Legacy Through Charitable Giving
Discover how charitable giving through your Will can reduce estate duty and create a lasting legacy. Learn how to structure bequests to Public Benefit Organisations (PBOs) in a tax-efficient way — ensuring more of your wealth goes to causes you care about, not SARS.
South Africa’s Best Asset Management Firms – Performance-Based Rankings (2025 edition)
In this article, we break down what asset management really means, take a look at the biggest players in South Africa, and reveal which firms are truly delivering results today. We also highlight a few under-the-radar managers you may not have heard of — but probably should. The names at the top might surprise you.
Investment Advice for Retirees: How to Turn Your Nest Egg into Lifetime, Inflation‑Beating Income
When the salary stops, the investing rulebook flips. You’re no longer racing uphill for capital gains; you’re pacing yourself downhill—turning a lifetime of savings into an income stream that has to out‑hike inflation for the rest of your journey.
secular bear markets: Thinking Beyond the Playbook: Real Risks, Real Preparation
For over a decade, investors have grown used to the idea that markets always recover quickly and that staying invested is the only plan you ever need.
But history tells a different story. As major structural risks converge globally, the possibility of a deep, prolonged secular bear market is rising — and ignoring it could have serious consequences. In this article, we explore what secular bear markets really are, why typical industry advice may fall short, and why preparing a Plan B (and even a Plan C) might be the most important financial decision you make for the decade ahead.
