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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.