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We take pleasure and pride in nurturing wealth for our private clients and their families.

Since 1990, Private Client Holdings has been assisting families define and implement strategies for managing their wealth.
We take on the tasks associated with a traditional family office including; investment and portfolio management, tax and administrative services consolidated reporting, transaction banking, estate and succession planning - ensuring that the family wealth successfully grows from generation to generation.

So if you are looking for independent advice from a team of men and women who offer the personal touch of a family member plus the independent thinking of a wealth manager, speak to us about how best you can preserve wealth and create a lasting family legacy.

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Ensuring that your heirs receive their inheritance in the most tax efficient manner is a professional service on which we at Private Client Holdings pride ourselves.
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Private Client Trust (Pty) Ltd Fiduciary Specialist (Southern suburbs, Cape Town)

WED 18 JAN 2017
CATEGORY: Careers

Our fast growing Fiduciary department is offering a new exciting opportunity to a B.Comm LLB graduate who is CFP qualified with a minimum 3 years’ experience in the following areas:   Drafting of complex wills, Winding up of and administering high net worth deceased estates. Formation of trusts (with extensive experience in trust law) Drafting …
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