Multigenerational wealth planning across multiple jurisdictions
Multigenerational wealth planning across multiple jurisdictions
ABOUT US
Legacy Family Wealth is an independent and privately held Registered Investment Advisory Firm headquartered in Bryanston, Johannesburg.
We act as the personal CFO (Chief Financial Officer) for our clients, managing the complexities of the family businesses, investments, and broader family affairs. We focus our investing efforts to identify high-growth opportunities and leverage our global access to investment markets and capital.
Our sole objective is to bring structure and control to the lives of our clients, so they can feel in control of their wealth and confident they are using their funds wisely.
With a combined 30 years of experience, we have cultivated a proficiency in managing complicated, large-scale strategies that extend beyond the competencies of conventional advisors.
Legacy Family Wealth was created in alignment with what we want for our own families. We assist our clients in realising their financial and family legacy goals in a manner reflective of their core values and beliefs as well as their vision for the future.
ABOUT US
Legacy Family Wealth is an independent and privately held Registered Investment Advisory Firm headquartered in Bryanston, Johannesburg.
We act as the personal CFO (Chief Financial Officer) for our clients, managing the complexities of the family businesses, investments, and broader family affairs. We focus our investing efforts to identify high-growth opportunities and leverage our global access to investment markets and capital.
Our sole objective is to bring structure and control to the lives of our clients, so they can feel in control of their wealth and confident they are using their funds wisely.
With a combined 30 years of experience, we have cultivated a proficiency in managing complicated, large-scale strategies that extend beyond the competencies of conventional advisors.
Legacy Family Wealth was created in alignment with what we want for our own families. We assist our clients in realising their financial and family legacy goals in a manner reflective of their core values and beliefs as well as their vision for the future.
FAMILY FINANCIAL OFFICER
We work with other professionals to integrate all financial matters of our client families
fee structure
Our vast industry experience has taught us that certain fee structures can severely hamper the value of our clients’ portfolios. As trusted investment partners, Legacy is solely focused on growing – not detracting – from our clients investments. As such, our fees are transparent, competitive and comprehensible
| ASSETS UNDER MANAGEMENT (AUM) | ANNUAL FEE – TIERED* | ANNUAL FEE (INCL VAT) |
|---|---|---|
| DOMESTIC ASSESTS | ||
| R 5 million – R 10 million | 1% | 1.15% |
| Above R 10 million | 0,5% | 0,58% |
| OFFSHORE ASSETS | ||
| $ 250,000 – $ 1,000,000 | 1% | 1.15% |
| Above $ 1,000,000 | 0,5% | 0,58% |
*Levied based on annual rate but typically charged monthly. AUM fees are tiered, in other words first R10m of AUM is billed at 1% and AUM over and above R10m is then billed at 0.5%
FULL TRANSPARENCY
Ongoing, open communication with our clients means they always know the value of the advice and service they receive for the fees they pay. This ensures longstanding trust with our clients and more importantly, their peace of mind
CLARITY
You have the right to know precisely what you’re paying for. While fee structures can be confusing at the best of times, Legacy ensures that you are in the know of all the fees to be paid and what they are allocated to. Our expert advisors assist you in identifying all the fees you are currently paying and use our size and industry pull to reduce them wherever possible as to maximise our clients future investment
