Company Information

Get to know Foundation Family Wealth

Founded in 2011, Foundation Family Wealth is a fiduciary wealth management firm dedicated to offering comprehensive and objective financial advice. The firm operates on a fee-only basis, ensuring its recommendations are aligned solely with the clients' best interests. They serve a limited number of high-net-worth families, acting as a personal CFO to manage all aspects of their financial lives, including investment management, retirement planning, estate planning, and tax coordination. Their mission is to simplify financial complexity and help families achieve their long-term goals with confidence.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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Foundation Family Wealth

South Africa

Founded in

2012 (14 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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Regulated

Recommended

(73 reviews)

Cyprus

2009

(17 years)

Security Information :

CySEC

FSCA

DFSA

Security Information

Warning

This company is currently Unproved.

Please be cautious of the potential risks!

License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.