Family Office Advisors
We care as much about the families you look after as you do, and want to help you deliver the best for them that you can.
We care as much about the families you look after as you do, and want to help you deliver the best for them that you can.
We help you deliver world-class performance on your terms by giving you access to opportunities normally only available to large institutions.
We walk every step of your investment journey with you to help you achieve your goals
We are able to invest directly in listed companies through the purchase of shares in South Africa and all offshore exchanges.
We are able to purchase bonds, whether government, parastatal or corporate bonds.
This exposure can be purchased from the short end of the curve to the long end with low risk all the way to high yielding bonds.
As an easy entry point into markets, we have access to multiple local and offshore ETFs across multiple asset classes.
We offer the optionality to purchase unit trusts both locally and internationally providing an opportunity to get hold of different asset classes and diverse exposure.
As a very complex asset class we can guide you through this market helping with the structure of individual bespoke solutions whether it be guarantees or enhanced exposure.
With access to multiple asset classes we can build a tailor made solution which can be nimbly adjust as markets change.
If you need to get money offshore, we can assist and ensure that your money is moved at levels you feel comfortable with.
We offer tailored solutions within general structures, and work with multiple LISPs for bespoke solutions around Retirement Annuity, Living Annuity or Endowment Structure products.
~ Ralph Waldo Emerson
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