Family Office

Turn your family's wealth into everything it can be.

Our Family Office provides customised wealth management services to single Family Offices and select ultra high-net-worth families. At the heart of our offering is a deep and intelligent understanding of our clients’ family goals, ethos and decision-making structures. This enables us to craft bespoke solutions that meet every aspect of our client’s needs and helps us support them on their journey of managing, growing and preserving their family’s wealth and legacy. In addition to leveraging the strength and capabilities of our global resources, as Africa’s largest bank, we have an integrated network of carefully selected external partners committed to delivering bespoke, world-class Family Office solutions.

Banking and Financial Services 

• Combination of onshore and offshore capabilities for individuals and legal entities
• Current / Cheque Accounts, Savings Accounts
• Card offering, Foreign Exchange, Lifestyle benefits, Rewards
• Specialised Lending
• Property advisory and management – offshore in partnership with Kate Bond and Crown Mayfair
•  Vehicle & Asset Finance
• Home Loans
• Risk Solutions / Insurance
• International / Offshore transactional banking

Investment Advisory and Wealth Management

• Managed investments
• Discretionary and advisory portfolio management
•  Hedge funds 
• Unit Trusts
•  Online Share Trading
•  Structured products
•  Third-party offering
•  Leveraged finance
•  Equity finance
•  Direct investments 
• Mergers and acquisitions

Family Governance

•  Complex to emerging Family Office transitioning
• Family Office set up
• Family constitution and governance / family decisioning
• Wealth splitting - family and business
• Succession planning
• Family investment committees
• Annual family meetings

Fiduciary Advisory and Trust Services

• Combination of onshore and offshore capabilities for individuals and legal entities
•  Corporate trust structures
•  Personal trust structures
•  Estate and legacy planning
• Wills
• Intergenerational planning
•  Administration of philanthropic trusts and foundations
•  Emigration and jurisdictional advice
•  Excon advisory
•  Wealth and fiduciary tax planning
•  Tax advisory, compliance (partner with your existing or additional tax practitioners)

Legacy and Philanthropy

•  Advisory
•  Coordination
•  Structuring
•  Banking
•  Next generation education

 Lifestyle and Concierge Services

•  Lifestyle and concierge (bespoke concierge for FO in partnership)
•  Travel
•  Bespoke and curated experiences
•  Theatre, music and live performances
•  Sports
•  Fine dining
•  Art and wine
•  Fashion
•  Emigration services (in partnership with Henley & Partners)
•  Ivy League preparation and application support (FO Next Gen)
•  Expatriate services (Partnership with XpatWeb)
•  Thought leadership
•  Personalised gifting