+27 (0)21 882 9872 info@theoffices.co.za

Your Family Office

consider it done

At The Office we, in combination with our outsourced partners, have the skills to assess the needs of a family, solve problems, implement and evaluate strategies.

Our services include financial management, trust administration, estate and tax planning, regulatory compliance and custody management. We provide risk management, portfolio management, philanthropy, family governance and fiduciary responsibilities services. We can assist with website creation and property management. Our team of experienced legal, accounting and personal assistant specialists are there to attend to your family’s needs.

The Office solves the challenges encountered by the complexities of wealth. We customise our involvement to each family’s unique needs, whilst always attempting to find an approach shared between generations. We pride ourselves on our confidentiality and data security.

 

Risks facing High Nett Worth Families

The combination of family and business. The wealthy family’s affairs are complex by nature and often involves the sensitive issue of a mixture of family relationships and business. Matters such as succession, ownership, management of investment portfolios and efficient holding structures are mixed with family life.

Succession planning. Succession planning improve the chances for your family’s wealth to survive in the long run, in an environment which enables families to flourish. We assist with mechanisms to preserve wealth and guide families in decision making.

Pulling it all together. The division of asset monitoring as families’ assets grow and diversify, present heightened risk. Our reports provide the tools and insight needed to guard against this risk and identify and realise broad strategic goals.

Family and philanthropic governance. Our independent trustees and directors represent the interests of families on trusts and boards of companies. We assist clients with philanthropic engagement, ensuring that their patronage contributes to positive social change with measurable impact, all within a framework of good governance and best practice.

We invite you to contact us to discuss our value-add to your family.

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Contact us for more information or to arrange a consultation with one of the directors.
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