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.