Moral courage is a part of our culture. As a business we are proud of the fact that we have a very high staff retention rate and established long-term relationships with our clients across multiple generations.
Insights
Invest offshore for the right reasons and don’t be surprised if emerging markets outperform in the medium term
Informed investors who have followed a phased approach of investing surplus capital offshore have enjoyed significant additional growth to their investment portfolios and overall wealth.
The optimum structure for owning a farm in South Africa
Having the right structure in place is very important for a farming business, not only as far as running the business is concerned but also for the purposes of succession planning.
Great wealth transfer – don’t expect to just ‘muddle through’
Underpin your plan with purpose – Mark McMullen
Approach
Our approach is rooted in a deep and practical understanding of the family, its wealth and wider circumstances. We help families develop and implement their plans to pass on an enduring legacy.