Family Office Advisor
Kate Rees is a seasoned finance professional specializing in the family office sector. She provides comprehensive services to high-net-worth individuals and their business and family entities, assisting in managing their financial and operational affairs. The scope of her expertise includes, but is not limited to, the following:
Kate maintains direct relationships with high-net-worth clients, their family members, closely held entities, and third-party advisors.
She is responsible for coordinating the implementation of a family’s vision and strategy, collaborating with all relevant parties across finance, tax, legal, and governance sectors.
In her capacity as the Head of Finance for clients, families, and their entities, Kate undertakes several critical functions, which encompass the following:
Managing and nurturing relationships with third-party advisors, including those in the legal, accounting, banking, partnership, and finance sectors, while facilitating effective communication and information sharing among these advisors.
Overseeing the development and creation of financial reporting packages and modeling for family engagements, which include net worth statements, comprehensive asset reviews, cash flow reports and forecasting, income and expense statements, income tax summaries, planning strategies, budget management, and tailored reporting.
Providing communication highlight reports for discussions on financial and tax strategies, forecasts, and action plans concerning capital availability, short- and long-term cash requirements, and opportunities for transactional events.
Collaborating with third-party tax advisors to generate tax reporting summaries and long-term strategies, contributing financial and accounting analyses to formulate comprehensive recommendations for family members and their investment and financial advisors.
Supervising and facilitating the dissemination of financial and accounting reports to family members and their respective advisors as necessary.
Continuously assess and enhance processes by implementing best practices for family office services, finance, and accounting operations.
Managing capital requests and budgetary processes for family members and their households.
Coordinating documentation regarding entity structures for family members, closely held entities, family trusts, and foundations entails generating or acquiring organizational charts, entity summaries, and guidelines for control measures and procedures.
Family Office Advisor
Kate Rees is a seasoned finance professional specializing in the family office sector. She provides comprehensive services to high-net-worth individuals and their business and family entities, assisting in managing their financial and operational affairs. The scope of her expertise includes, but is not limited to, the following:
Kate maintains direct relationships with high-net-worth clients, their family members, closely held entities, and third-party advisors.
She is responsible for coordinating the implementation of a family’s vision and strategy, collaborating with all relevant parties across finance, tax, legal, and governance sectors.
In her capacity as the Head of Finance for clients, families, and their entities, Kate undertakes several critical functions, which encompass the following:
Managing and nurturing relationships with third-party advisors, including those in the legal, accounting, banking, partnership, and finance sectors, while facilitating effective communication and information sharing among these advisors.
Overseeing the development and creation of financial reporting packages and modeling for family engagements, which include net worth statements, comprehensive asset reviews, cash flow reports and forecasting, income and expense statements, income tax summaries, planning strategies, budget management, and tailored reporting.
Providing communication highlight reports for discussions on financial and tax strategies, forecasts, and action plans concerning capital availability, short- and long-term cash requirements, and opportunities for transactional events.
Collaborating with third-party tax advisors to generate tax reporting summaries and long-term strategies, contributing financial and accounting analyses to formulate comprehensive recommendations for family members and their investment and financial advisors.
Supervising and facilitating the dissemination of financial and accounting reports to family members and their respective advisors as necessary.
Continuously assess and enhance processes by implementing best practices for family office services, finance, and accounting operations.
Managing capital requests and budgetary processes for family members and their households.
Coordinating documentation regarding entity structures for family members, closely held entities, family trusts, and foundations entails generating or acquiring organizational charts, entity summaries, and guidelines for control measures and procedures.
Family Office Advisor, with a key focus on philanthropy
As philanthropic strategies become crucial for influential families, Linda’s expertise will help our networks create a significant impact.
Linda brings a wealth of knowledge and experience. She holds commerce, law, and psychology degrees and has worked with family offices, tax consultancies, and banks in South Africa and the UK. With her background, she specializes in helping wealthy individuals, families, and organizations navigate complex financial and tax situations.
In addition to her impressive qualifications, Linda has researched the effectiveness of social programs, combining her passions for education and psychology. Her diverse skills make her an excellent fit for roles involving estate planning, tax strategies, charitable investments, and managing relationships with various stakeholders.
Linda holds dual citizenship in the UK and South Africa and is a qualified Advocate of the High Court of South Africa.
Family Office Advisor, with a key focus on philanthropy
As philanthropic strategies become crucial for influential families, Linda’s expertise will help our networks create a significant impact.
Linda brings a wealth of knowledge and experience. She holds commerce, law, and psychology degrees and has worked with family offices, tax consultancies, and banks in South Africa and the UK. With her background, she specializes in helping wealthy individuals, families, and organizations navigate complex financial and tax situations.
In addition to her impressive qualifications, Linda has researched the effectiveness of social programs, combining her passions for education and psychology. Her diverse skills make her an excellent fit for roles involving estate planning, tax strategies, charitable investments, and managing relationships with various stakeholders.
Linda holds dual citizenship in the UK and South Africa and is a qualified Advocate of the High Court of South Africa.
UHNW Advisor | Attorney & Notary | Fiduciary Specialist | Trusted Advisor in Private Wealth and Estate Planning
Mbonisi specializes in estate planning, tax strategies, drafting estate planning documents, trust reviews, and digital asset planning. His robust foundation in private wealth law, coupled with a proven track record of successful outcomes, underscores his commitment to delivering customized strategic solutions tailored to the specific requirements of high-net-worth clients.
His ardor for knowledge dissemination is evident through his dedication to training and coaching fellow professionals, equipping them with the essential tools necessary to navigate the complexities of the legal landscape effectively. Furthermore, Mbonisi’s considerable experience in notarial and authentication services enriches the comprehensive scope of his consultancy practice.
With an unwavering commitment to excellence and a steadfast desire for continuous professional development, Mbonisi is well-positioned to exert a substantial influence within the private wealth sector and ensure that his clients receive exemplary service and expertise.
UHNW Advisor
Mbonisi Ndlovu possesses extensive expertise. His robust foundation in private wealth law, coupled with a proven track record of successful outcomes, underscores his commitment to delivering customized strategic solutions tailored to the specific requirements of high-net-worth clients.
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His ardor for knowledge dissemination is evident through his dedication to training and coaching fellow professionals, equipping them with the essential tools necessary to navigate the complexities of the legal landscape effectively. Furthermore, Mbonisi’s considerable experience in notarial and authentication services enriches the comprehensive scope of his consultancy practice.
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With an unwavering commitment to excellence and a steadfast desire for continuous professional development, Mbonisi is well-positioned to exert a substantial influence within the private wealth sector and ensure that his clients receive exemplary service and expertise.
