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.

Founded in

South Africa