Professional solutions for premium outcomes
High-net-worth clients require next-level solutions to help them plan for, maintain, protect and enjoy their hard-earned wealth. Our Consult Private Wealth Managers offer premium solutions, including completely bespoke investment options, family options that includes overseas education for children as well as an offshore fiduciary capability that includes tax and citizenship consulting.
What we offer private clients
Our Private Wealth Managers can help you plan for your:
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Wealth – Retirement planning, bespoke investment and tax specialists (local and global) | |
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Lifestyle – Bespoke life cover, disability cover, critical illness cover and short-term insurance | |
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Business – Key-person insurance, buy-and-sell agreements, share-based lending, commercial short-term solutions, employee benefits | |
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Legacy – Charitable giving, philanthropy, business succession plans | |
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Convenience – Clients experience a consolidated view of assets, investment performance and risk reporting |
Meet our Private Wealth Managers
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Chris Rogers Consult Boardwalk [email protected] 082 460 1060 |
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Nico Reinach |
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Koot Klopper |
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