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
Education - 4 min
A Potential Shift for the Fed? The detail beneath the optimism
It is almost a year since the Fed raised interest rates to their current level of 5% to 5.25%, the highest in 23 years. Many market commentators have been asserting the desirability of lower rates for business and the economy. Some have asserted that it is even necessary to avoid recession. Few believed, however, that a rapid series of rate cuts were likely in the short-term. All that has changed in the past few weeks. But what has changed, exactly? And should we be swayed by this sudden change in sentiment? In this article, we’ll find out.
Jul 23, 2024
Education - 4 min
Why the Future May Be Brighter Than Many Are Predicting
There is no shortage of doom and gloom in the headlines and economic commentary these days. And to be sure, there is plenty of data to back it up. Challenged government balance sheets and geopolitical brinkmanship are not a recipe for a rosy growth outlook.As investors, we know that opportunities always exist, whether the macro picture is bright or bleak. We are also accustomed to taking a fresh look at the facts rather than piling into the latest bandwagon or being pulled along by the latest groupthink.In this article, we examine a key driver that could alter the face of the coming decade and its economic prospects: productivity.
Jul 18, 2024
Education - 4 min
Staying Private: Why Companies are Delaying IPOs
Companies have always relied on private capital - from banks, personal funds, and specialist early-stage investors such as venture capital firms - to finance the early stages of their business.Upon reaching a certain size, the most efficient way to obtain additional growth capital has traditionally been to ‘go public’, or in technical terms, to hold an Initial Public Offering (IPO). Public companies have access (via capital markets) to the full, potential universe of investors, from institutions to individuals.
Jul 3, 2024
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