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
To meet and maintain your income and lifestyle requirements, our financial experts design a plan to preserve your inherited wealth.
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
Frequently Asked Questions
Still have questions? Visit our FAQ page.
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.
If your questions weren't addressed, don't hesitate to contact our team of experts.
Learn more about retirement planning
Market Insights - 3 min
Value Creation: Private Equity’s Secret Weapon
At the height of the COVID pandemic in April 2020, many feared a recession deeper than the Great Financial Crisis of 2008. During this time, consulting firm McKinsey & Company released a short yet provocative paper. The paper highlighted the potentially key role of value creation in Private Equity.
Dec 5, 2024
Market Insights - 3 min
To Cut or Not to Cut: The Fed’s Final Conundrum for 2024
After a sustained period of holding interest rates at their highest level for nearly two decades, the last two Federal Reserve (the “Fed”) meetings have seen the turning of the tide.As widely expected, in November the decision was taken to lower the target rate further by 25 bps to its current level of 4.50%-4.75%. The committee’s September projections imply that the next meeting (Dec. 17-18) will continue the downward path with another quarter-point cut. The Fed, however, has repeatedly warned the market that it will follow the data as it unfolds, rather than sticking to a rigid plan.In this article, we ask: what does the latest data tell us about the Fed’s likely next move? And more importantly, what does this mean for the investor?
Dec 4, 2024
Market Insights - 4 min
TWR vs IRR: Choosing the Right Measure for Portfolio Performance
In investment management, accurately measuring performance is essential to making informed financial decisions. Two widely recognized metrics for gauging portfolio growth are the Time-Weighted Return (“TWR”) and the Internal Rate of Return (“IRR”). Both offer unique insights, helping wealth management professionals like The Family Office provide clients with accurate reporting that clearly reflects their portfolio performance.
Nov 20, 2024
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