Family Office
You do not need to be a billionaire to adopt wealth creation and protection strategies.
With the aging population and desire for transferring wealth to the next generation there is a growing demand for family office services. These services include wealth and debt management, retirement and estate planning, accounting, tax and legal advice. Some of WealthMaker staff have accounting and finance qualifications and experience which allows us to work closely with our client’s tax advisers. Just as importantly we have sound understanding of key legal matters, e.g., trusts, estate planning which also allows us to work closely with our client’s legal advisers. We spend time with our client’s children educating them on financial matters and preparing them for the wealth transfer.
Intergenerational Wealth Transfer
Avoiding family feuds by parents discussing their wills with their children. Understanding that fair does not mean equal distribution of estates, and that estate challenges are costly.
Building and Protecting Wealth
Having tax effective structures.
Which children are best suited to be actively involved in creating and managing the wealth?
Divorce is a reality. A high percentage of marriages breakdown meaning wealth may be lost to the family.
Charitable and Philanthropic Activities
Many people wish to give back and so structuring your financial affairs that best achieves this goal is important.
Concierges Services
Being time poor and institutions imposing more and more compliance requirements means that getting even the simplest financial transaction completed is becoming more and more onerous. Technology does not answer all the questions and can be difficult to use.
Why Choose WealthMaker?
Experience
WealthMaker has significant first-hand experience in dealing with wealthy families and the issues that can arise, e.g. intergenerational wealth transfer.
VC and Private Equity
WealthMaker has access to Start-ups, VC and Private Equity firms and the investments on offer.
Flexibility
We have experience in working with accountants, lawyers, actuaries, valuers, property developers and other professionals that form part of a family office.
Hedge Funds
Because of WealthMaker’s investment approach is macro-economic that opens the door to access hedge fund strategies.
Choice
WealthMaker uses a wide range of providers for investments, risk insurances and loan products. We can compare and help you to find the solutions that best suits your needs.
Tax Effective
Tax effective investment strategies are important in creating wealth over the longer term. WealthMaker’s knowledge of trust, partnership and company structures allows it to provide tax effective investment and debt solutions.