The Family Office

Integrated Management For Complex Wealth

When wealth reaches a certain scale, the challenge is no longer finding returns. It is co-ordinating the people, structures, and decisions that protect and pass on what has been built.

This Is Relevant To You If You Have

Multi-Jurisdictional Wealth, Trust Structures, Operating Businesses, And Offshore Assets

Your wealth spans multiple structures — trusts, companies, retirement funds, and offshore assets. You may have business interests, beneficiaries with different needs, or estate planning that hasn’t kept pace with what you’ve built. Investable assets typically start at R50 million, though it’s complexity rather than size alone that defines whether we’re the right fit.

01

Trusts, holding companies, or other entities that hold and distribute assets across generations

02

Interests in operating businesses alongside investment portfolios requiring distinct governance for each

03

Multi-jurisdictional asset exposure creating overlapping tax, reporting, and regulatory obligations

04

Offshore structures or retirement vehicles that interact with South African tax and exchange control rules

05

Family governance considerations ensuring the next generation is prepared, informed, and aligned

06

Philanthropic vehicles or charitable giving strategies that need to integrate with the broader estate plan

What We Help You Do

A single point of authority across all that you've built.

We act as the coordinating principal across your entire wealth structure not as an investment manager, but as the authority that holds all specialists accountable to your family’s overarching plan.

Coordinate all advisers under a single strategic mandate
Produce consolidated reporting across all entities and jurisdictions
Implement family governance and succession structures
Provide a single decision-making interface across complex structures

Family governance — aligning financial decisions across generations

Business succession and liquidity planning

Offshore asset allocation and reporting across jurisdictions

Trust and estate structures — in partnership with your legal advisers

Complexity Not Assets Define the Mandate:

Most family office clients do not have a dedicated family office. They have complexity that has grown faster than their structures. We act as that co-ordinating function – without the overhead.

Our Approach

How Our Role Is Different

We sit on your side of the table — we do not manufacture products or earn commissions

We act as a single point of accountability across all your service providers

We report to you in plain language, not in fund manager jargon

What This Is Not

How We Charge

Three Structures. Zero Commissions.

All fees are agreed upfront before work begins. We receive no product commissions, platform rebates, or third-party incentives. Our fee is the only fee we collect.

Annual Retainer Fee

A fixed annual retainer agreed upfront, covering ongoing coordination, consolidated reporting, and adviser management across all entities and jurisdictions throughout the year.

Scope-Based Planning Fee

For specific engagements governance implementation, succession planning, liquidity preparation fees are scoped to the complexity of the work required, agreed before commencing.

Zero Product Commissions

We receive no referral fees, platform rebates, or product incentives from any third party. Your interests are the only interests that govern our advice and recommendations.

Fees

Understand The Real Cost Of Advice.

See the real cost of advice at your asset level. Set the slider to find out.

What Defines Family Office Complexity?

Planning Scope Increases When Multiple Structures And Jurisdictions Intersect

Most family office clients don’t think of themselves as a “family office.” They simply have a level of complexity that requires coordinated oversight. Complexity typically grows when the following factors are present:

Trusts, holding companies, or other entities that hold and distribute assets across generations
Interests in operating businesses alongside investment portfolios — requiring distinct governance for each
Multi-jurisdictional asset exposure creating overlapping tax, reporting, and regulatory obligations
Offshore structures or retirement vehicles that interact with South African tax and exchange control rules
Philanthropic vehicles or charitable giving strategies that need to integrate with the broader estate plan
Family governance considerations — ensuring the next generation is prepared, informed, and aligned

Complexity defines the mandate — not asset size alone. Our fee is agreed upfront once the full scope of your situation is understood.

Where to next

If you’d like to understand whether our approach is right for you, explore the client journey that best reflects your situation — or get in touch for an initial conversation.