A Holistic Approach To Wealth Management

RWG offers a “multi-family office” service and seeks to assist clients and their families with the full spectrum of their financial planning needs. By employing a holistic approach, we are able to analyse, provide advice, establish a plan to address the ongoing management of and report on all areas of a client's financial affairs

Our relationships with our clients are based on transparency, trust, and respect. We pride ourselves on openly and honestly reporting on all charges related to our clients’ portfolios and work hard to maximise efficiencies and fee savings wherever possible.

We partner with a range of institutions whom we believe add specific value from an investment and financial planning perspective. These outsourced and independent service providers include fiduciary, tax and accounting, investment management, and structuring experts. We believe that combining the rigour of institutional processes with the accurate translation of our clients’ needs and objectives leads to a better and more refined result over time.

Our reporting process is an integral part of our offering and provides clients with a consolidated view of their investments across family members and investment vehicles, geographies, institutions, and asset classes. We are committed to a transparent reporting process and a complete disclosure of all fees and costs borne by clients.

The framework of our service offering is included below.

Governance, Strategy, and Risk Management.

Collaboration. Identify clients' values, needs, goals, and objectives.

Estate Planning & Structure

  • Setup and management of local and offshore trusts
  • Update wills and letters of wishes
  • Insurance

Tax Planning

  • Set up affairs to maximise tax efficiency

Liquidity & Cash Flow Management

  • Retirement income planning
  • Plan and providee for future liabilities (Education, Estate Duty, Tax)

Investment Management & Advisory

  • Local and Offshore Investments
  • Diversified exposures with a strong asset allocation approach
  • Emphasis on downside protection and risk management