Franzsen & van Reenen Wealth Advisory
Investment Management - Cape Town, Western Cape, South Africa
Franzsen & van Reenen Wealth Advisory Employees
Franzsen & van Reenen Wealth Advisory Details
At FRANZSEN & VAN REENEN we believe that an individual investor's portfolio should represent almost the same individuality as his or her own fingerprint. It should be geared towards achieving your unique goals, taking into account your specific circumstances and family construct, whilst also containing just the right level of adaptation to the current market environment.Our commitment to sound investment outcomes is achieved through individually tailored advice, building long-term client relationships and ensuring that our advisory partners are continuously educated about the ever-changing global investment universe.KEY SERVICES Investment Advice o Strategy Formulationo Asset Allocationo Manager Research and -Selectiono Portfolio constructionInvestment Administrationo Investment Implementationo Investment monitoringo Reportingo Portfolio Review and -RebalancingIntergenerational Wealth Transfero Estate Planningo Will Draftingo Education, development, and training of family memberso Administration of Deceased EstatesAncillary Serviceso Cash flow planning and Managemento Tax Advice and Planningo Trust and Company Formation (Locally and Abroad)o Trust and Company Secretarial Serviceso Trustee TrainingAlthough some of these services might be outsourced to our business partners, we retain the ultimate control and accountability. We believe that wealth cannot be managed in isolation and it needs to be planned in an integrated and holistic manner.
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