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 - 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.
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Market Insights - 4 min
The Road Ahead: Insights from Global Investing Experts
Just as it is wise to hold a diverse portfolio of assets, it is good to sample a range of viewpoints when it comes to investing.At the same time, it’s important not to be overwhelmed. It’s the signal that you are looking for and not the noise. Unfortunately, there is typically far more of the latter than the former.We’ve taken a sample from the Q4 2024 investment outlooks of the world’s leading financial institutions - 12 Wall Street banks and asset managers - and condensed what we believe are the important takeaways for individual investors from their findings.
Nov 6, 2024
Market Insights - 4 min
Permission to Land? November Fed Decision
The last meeting of the Federal Open Markets Committee (“FOMC”) saw the first cut in interest rates in over four years. The decision to lower rates by 50 basis points to their current level of 4.75%-5.0% sent a strong signal to the markets that a new era of easing has definitively begun.The Federal Reserve’s new economic projections and meeting minutes added color to the decision. In addition, further economic data has emerged since September to give the market food for thought as to the likely course of future rates.In this article, we take a look at both, and ask, as usual, what should concern us as individual investors.
Oct 23, 2024
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