The Family Office Specialists
At Private Client Holdings we add value to your life by helping you grow and sustain your family wealth. We do this by offering 6 fundamental wealth management solutions that collectively deliver a Family Office service. Which means you can enjoy a truly integrated offering that takes care of all your needs under one roof, or you can simply take advantage of as many – or as few – of these specialised services as your unique circumstances require. At Private Client Holdings, we take pride in developing an in-depth knowledge of what’s important to you and how you personally measure wealth. It’s a journey that’s based on trust, mutual respect, expert knowledge and a genuine interest in your wellbeing.
Our Family Tree
Founded as corporate tax consultancy practice in 1990, Private Client Holdings developed into a full spectrum Asset Management company and has since grown into a Family Office. While the concept of a Family Office is by no means a new idea internationally, we’re taking the lead in South Africa when it comes to providing high net worth families with an all-inclusive financial solution. It’s a forward-thinking service that we’re able to deliver thanks to our integrated organisational structure, which is made up of 6 specialist divisions. And while each unit concentrates on a different aspect of fundamental wealth management, they also work together as a Group to deliver a cohesive and in-depth Family Office solution. It’s a successful working philosophy that’s underpinned by principles of service excellence, innovative ideas and adherence to the highest level of ethics.
TEL +27 21 671 1220 FAX +27 21 671 1149
Our Home Is Your Home
Traditionally, high net worth families would have their assets and investments managed by one of their family members. But given how complex the financial environment has become – it makes sense to talk to us. That’s because over and above our specialist skills in numerous areas of wealth management, we have access to independent research and tools that an individual typically can’t reach. What’s more, you can choose to have your affairs constantly managed by our team of experts under one roof – or you can simply turn to us for guidance, ideas and support. Either way, it’s our goal to work together with you to steer your family to a healthy and sustainable financial future.
Objective Specialist Advice. A personal Touch
Our Private Client Holdings Family Officer acts as your personal Chief Financial Officer. He or she is supported by a team of dedicated professionals – each of whom is an expert in a different field of finance such as Wealth Management, Tax Planning, Estate Planning, Cash Management and Risk Management. This team works as a unit to help you identify your family’s bigger picture and define and implement strategies for managing its wealth and leveraging its combined assets. It is a highly focused and integrated approach to managing wealth and it’s a process that is underpinned by confidentiality and respect.
• An integrated plan: including an investments strategy, wealth transfer strategies, proactive tax planning and optimal ownership structures.
• Wealth management services: are provided to each family member.
• Investment advice: managed in the context of the overall family balance sheet.
• Coordination of external advisors: including lawyers, accountants, investment and insurance advisors.
• Wealth transfer: the security of knowing that there is always someone who knows your family and their financial status.
• Objective and time-sensitive advice: from advisors who understand your family’s goals.
• Traditional financial services: including tax and administrative services and reporting.
• Transactional banking services including bill paying.
• A full spectrum of fiduciary services: including trusts, Wills, estate and succession planning and asset protection.
• Education and mentoring: ensuring that your family’s wealth grows and is seamlessly transferred from generation to generation.