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Private Client Holdings

Managing digital assets through an estate planner’s lens

Sarah Love, CFP, shares three things you may not know about digital assets.

The rise of family offices in South Africa

Many high-net-worth individuals (HNWIs) are increasingly looking to the family office model to protect and manage their wealth in a more cohesive manner says, Grant Alexander, Director, Private Client Holdings.

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Three AI tricks to make your clients love you more

Using AI cleverly can drastically reduce your workload and extend your reach, writes Zeldeen Müller, CEO, AgendaWorx.

Choose your poison

Our mission as financial advisors is simple: helping clients achieve their cherished life and financial goals, ensuring they don’t run out of money and...