The EFPC-Heimdall Family Office combines different legal entities across multiple jurisdictions to structure a client’s estate in the most cost, tax, and regulatory efficient manner. By making use of the EFPC-Heimdall Family Office, our clients can improve the returns they generate from their assets.
+ Improved estate and generational planning, through:
+ Holistic, independent financial advice over your entire estate and enterprise(s)
+ Wealth creation, by means of:
+ Improved returns from better asset allocation decisions and diversification
+ Tax optimisation over your entire estate and enterprise(s)
+ Less foreign exchange controls.
+ Protection against local political uncertainty and the depreciation of the rand.
Consider a high net-worth individual who has a net asset value of R50 million. These assets generate annual profits of R2.8 million and an annual income for our client of R2 million. Using the EFPC- Heimdall Family Office, the proposed structure can generate additional wealth in excess of R2.3 million in year one. Each year the additional wealth generated by the EFPC-Heimdall Family Office can be reinvested in the client’s estate to generate even greater returns for the family, as indicated in the graph below.
* Please take note that the structures provided by the Heimdall Family Office is not a ‘financial product’ as defined in the Financial Advisory and Intermediary Service Act (FAIS), 2002 | Please be cautioned that you are not afforded the same FAIS related protection for this service offering as you are with the EFPC share portfolio offerings.