KEY SERVICES
Although 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.
- Investment Advice
- Strategy Formulation
- Asset Allocation
- Manager Research and -Selection
- Portfolio construction
- Investment Administration
- Investment Implementation
- Investment monitoring
- Reporting
- Portfolio Review and -Rebalancing
- Intergenerational Wealth Transfer
- Estate Planning
- Will Drafting
- Education, development, and training of family members
- Administration of Deceased Estates
- Ancillary Services
- Cash flow planning and Management
- Tax Advice and Planning
- Trust and Company Formation (Locally and Abroad)
- Trust and Company Secretarial Services
- Trustee Training
“Somewhere on your journey don’t forget to
turn around and enjoy the view.”
MONITORING/FEEDBACK
Our low client to advisor ratios ensures that all portfolios are monitored continuously for compliance with and adherence to the various investment policy statements drafted at inception.
We do comprehensive written reporting on all assets under our management. Clients decide how often they would like to receive these reports, but in terms of our FSCA license we will report to clients at the very least on a quarterly basis.
Your FRANZSEN & VAN REENEN advisory partner is available to meet in person to discuss the investment portfolio as often as is required by the client. However, we will insist on meeting with the client at least twice annually.
FEE STRUCTURE
FRANZSEN & VAN REENEN is unique in the industry in that we charge our clients a fixed amount per annum to manage their portfolios and not, as is the norm, a percentage of assets under management.
CONTACT US
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