| Prosperity for generations to come can be assured if
an enterprising family member takes initiative by
structuring the family’s operational and private affairs
with a prudent outlook to the future. |
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| It is the role of the family office to assist
families to establish a suitable platform that has the
aims of protecting and enhancing the value of the family
assets, or putting them to philanthropic work, with a
view to preservation for the future. |
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| At EFS we do not describe our customers as private
clients, instead we believe that our family orientated
approach towards wealth preservation and enhancement
gives our customers the perspective to understand that
their wealth can be meaningful rather than burdensome |
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| We utilise our experience to foster trust with our
customers as we become increasingly involved in
arranging and coordinating key aspects of their
operational, financial and family affairs. |
| |
| Consistent goals are essential to the preservation
and enhancement of the family's wealth and security. We
strive to understand the family culture and individuals
and their aspirations and goals. We encourage the
creation of a ‘family motto’, the criteria of which
assist us to adapt and tailor our services to the
aspirations of the family. |
| |
| We see our primary role as acting as the proponents
of the family motto, being resolute and unabashed
explorers of any investment decisions which need to be
taken and any legal advice that needs to be obtained. We
assist in identifying suitable advisers for any given
function as well as working with existing professionals
and family advisers. We also arrange impromptu
consultancy services. |
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| We give truly individual commitment and support to
our customers; they are always personally known to us
and are never treated as a number. We make ourselves
available whenever required. Once we are instructed, a
dedicated team is assigned the personal and individual
responsibility of working with the family and are ‘on
call’ at any time. |
| |
| Experienced corporate and trust administrators and
accounts work hand in hand with the team, looking after
the family assets and inheritance with a long-term view,
reporting on a regular basis to the designated head of
the family. |
