Women are the cornerstone of families – and they are increasingly becoming the cornerstone/foundation of generational wealth. For decades, the financial services industry has not been structured in a way that speaks meaningfully to women, but now, the family office model is changing that.
More than just a financial hub, a family office offers a deeply personal, purpose-driven approach to managing wealth. It ensures that a family’s financial affairs are aligned, cohesive, and tailored to its values, enabling wealth to transition seamlessly across generations.
Expert Guidance, Tailored Solutions
Sarette van den Heever, Family Office Wealth Director at Old Mutual Wealth, explains that the services provided range from managing global tax structures and investments to overseeing governance and administration, and even mediating complex family conversations.
Rather than operating in isolation, family offices collaborate with external experts and trusted advisors, integrating existing client relationships with auditors, lawyers, and tax professionals across jurisdictions.
Preparing the Next Generation
At the heart of this approach is preparation – equipping the next generation to become thoughtful custodians of inherited wealth.
Sarette emphasises the importance of younger family members understanding both the origin and aspirations of the wealth in order to better protect and maintain the legacy – while also pursuing their own goals, such as managing a family business or creating new ventures.
A family constitution often formalises these shared values, roles, and visions, helping families navigate the evolving dynamics that come with growth and change.
Managing Global Wealth in a Borderless World
With globalisation, managing wealth internationally has become essential. Families today are increasingly mobile and often spread across continents, with assets, businesses, and interests in multiple jurisdictions.
Offshore diversification not only supports better returns and risk management, but also accommodates younger members living or studying abroad, as well as retiring parents relocating closer to their children.
Empowering Women to Lead Financial Futures
Women are – and have always been – pillars of society, business, and wealth. By partnering with a family office, they are empowered to help their families preserve and grow its wealth in a way that supports their family’s future, and honours its past.
About Private Clients by Old Mutual Wealth
Private Clients by Old Mutual Wealth provides holistic, bespoke solutions for high-net-worth clients, partnering with specialists to create integrated plans encompassing investments, wealth structuring, tax efficiency, and portfolio administration.
Our personalised approach sets us apart, supported by a strong track record in wealth and investment management. As part of a brand with nearly two centuries of heritage and decades of hands-on experience, we help individuals, families, trusts, and entrepreneurs navigate, grow, and protect their wealth across generations.
Visit us at wealthprivateclients.co.za
Call us:
- Stellenbosch: 021 861 5300
- Newlands: 021 524 4678
- Johannesburg: 011 245 3805
- Pretoria: 012 369 7236
- KZN: 031 767 7300
- George: 082 823 2731
