TREND: Wealth preservation not wealth creation
Recently, leading gatekeepers to wealth gathered in New York at a conference for the Family Office industry to share international perspectives and trends in wealth management for high net worth...
View ArticlePERSONAL FINANCE IDEA: Family peace and the principle of collation
What if you are expected to pay back the value of all the gifts that you ever received from your parents when they die? That elaborate wedding, your university education or even your first car, all...
View ArticlePERSONAL FINANCE IDEA: Is your Will worth the paper it’s written on?
Unlike many other countries, SA has total freedom of testation. Or that's what we thought! David Knott, of Private Client Holdings, looks at how freedom of testation is not entirely relevant in our...
View ArticleOPINION: 2014 – The year of patience
Grant Alexander from Private Client Holdings is calling for patience regarding results achieved in the Private Client Holdings portfolios. He talks about the the unlikeliness of past performances...
View ArticleINVESTMENT TIP: Beware the alter ego trust
Once a trust has been established and assets settled upon that trust, the funder loses ownership and also control of the asset. All dealings and transactions must only flow in terms of the trust deed...
View ArticleINSIGHT: When is a trust not a trust?
Creating trusts in South Africa are relatively straightforward. We take a look at a set of factors that need to be considered in order of it to be valid.
View ArticleMONEY: Minors and your will
There are many traps you can fall into when trying to prepare your own Will. We look at the role of children when drawing up a Will.
View ArticleMONEY: Retirement for youngsters
The concept of compound interest is at the core of all finance and takes place when the interest on a sum of money attracts interest itself. We take a look at compound interest as part of early savings...
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