• a sense of family

    Our family helps you to provide for yours. The purpose of the family office is to effectively transfer established wealth across generations.

    READ MORE

“Nothing creates a sense of family togetherness like a shared passion for nature, the calmness of the water and the pursuit of the next big catch.”

Jacques du Plessis
Jacques du PlessisDirector: FIRSTGLOBAL GROUP, Angler

FIDUCIARY SERVICES

The purpose of the family office is to effectively transfer established wealth across generations.

FIRSTGLOBAL family offices manage families’ money and other assets agreed to between the family and the Wealth Manager. This service may also include the administration of Trust vehicles and disbursing payments to family members as required.

FIRSTGLOBAL family offices offer services such as wealth planning, administration, wealth management, asset consolidation, asset performance monitoring, charity services, tax and legal services, trusteeship, estate planning and risk management.

Where appropriate, FIRSTGLOBAL will employ the services of external professionals such as specialist tax advisers, lawyers and private banks. Ultimately it is the client who decides exactly how the family office will serve the family. It can manage all of the family’s assets or only a certain part, and it can be responsible for disbursement of payments to family members now and in the future.

The FIRSTGLOBAL family office can also manage the corporate (holding) structure and the private investment structure and assist in setting up wealth protection or other wealth planning structures – globally.

Wealth management, wealth planning and safeguarding of assets are at the core of our family office business.

logo-flat-dark

SERVICES THAT WE RENDER TO FAMILIES INCLUDE:

  • Tax and estate planning;
  • Risk management;
  • Financial counsel;
  • Fiduciary services including the formation of trusts both locally and offshore;
  • Lifestyle management;
  • Coordination of professionals;
  • Investment advice; and
  • Property investment and administration.