Financial Planning For Retirement
Plan for a Secure Retirement Using our Interactive Tool
Ensure an affluent retirement with The Family Office
We’re here to help you make the right choices from the very beginning. Our expert advisors make retirement planning simple and hassle-free so you can rest assured that your future is in experienced hands.
Heritage Wealth Planning
Access highly sought-after investments across private markets and geographies such as TikTok, Boots, Burger King, UFC to name a few.
Meeting Your Retirement Goals
Before beginning a journey, the destination must be known. Thus in order to meet your retirement goals we ensure we understand what they are.
Personalized Investment Strategy
We create a personalized investment strategy to best ensure your goals could be reached.
Plan for a Luxurious Retirement
Discover your projected retirement income with our secure calculator. Simply enter the amount you can set aside, your risk preference and time horizon.
Choose your top priorities to adjust your retirement plan
You can select one or multiple options
To help achieve your goal we will need an investment of a minimum of $500,000
To help achieve your goal we will need a contribution of a minimum of $5,000 each month
Not sure which solution suits you best? Simulate various portfolios on our digital platform.
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Resources to help you make better decisions for your future
Education
The Art of Capital Deployment: Demystifying Private Equity Dry Powder
In the dynamic ever-growing world of private equity, the notion of "dry powder" has gained increasing promine… This article explores the role of dry powder in private equity, explaining its relevance for investors and fund managers alike.
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Market Insights
June Fed Meeting: To hike or not to hike?
The US Federal Reserve (the “Fed”) has raised rates 10 consecutive times since the first increase in March 202…
Jun 04 2023 | 3 min Read
Education
What Are Systemic Banks and Why Do They Matter to the Global Economy?
Recent banking events have highlighted the critical role of systemic banks in the global economy. The failures…
May 10 2023 | 4 min Read
Market Insights
Fed Signals a Potential Pause: What It Means for Investors
The unanimous decision of the U.S. Federal Reserve (“Fed”) Committee to increase rates by 0.25% during its lat…
May 07 2023 | 4 min ReadFrequently Asked Questions
All too often, affluent families miss on long-lasting wealth by not making a financial strategy. Without effective planning, family wealth becomes disintegrated over time, divided across too many people and lost. The most effective wealth heritage planning advisors keep the source of wealth in a centralised portfolio. This way, multiple family members can benefit from a generous income, while the value of the overall wealth is preserved over time.