Consider it done
Process accounts Prepare monthly portfolio statements Compile Annual Financial Statements Prepare audit files and liaise with Auditors Vat and Tax Administration Budgets and Forecasts E-filing
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Establish social responsibility NGO’s and Trusts and the administration thereof Due diligence NGO assistance and training BBBEE requirements
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Project management and 3rd party liaison Domain registration and management Create, manage and update websites Facebook, twitter and social media applications
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Scan, store and safekeeping of documents Account payments and transactional banking Personal secretarial assistance Personal administration Concierge service: travel arrangements, flight and accommodation booking Cash management Administration, compliance and due diligence requirements (FICA) for opening of accounts, investments and treasury...
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Register Companies and Trusts and amendments thereto Independent Trusteeships and Directorships Corporate Governance Safe keeping and updating of records
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About us
The Office offers professional and confidential Family Office and Lifestyle Management Services to high nett worth families. We provide a single point of contact and are a vital resource to families with specialist requirements across several disciplines.
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Our commitment to you
A one stop shop solution
A combination of professional,experienced internal staffand trusted outsourced consultants
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For clients in need of extra services, we have collaborated with valuable partners who offer the following services:
Read moreThe Office offers professional and confidential Family Office and Lifestyle Management Services to high nett worth families. We provide a single point of contact and are a vital resource to families with specialist requirements across several disciplines.