At FRANZSEN & VAN REENEN we believe that an individual investor’s portfolio should represent almost the same individuality as his or her own fingerprint. It should be geared towards achieving your unique goals, taking into account your specific circumstances and family construct, whilst also containing just the right level of adaptation to the current market environment.
Our commitment to sound investment outcomes is achieved through individually tailored advice, building long-term client relationships and ensuring that our advisory partners are continuously educated about the ever-changing global investment universe.
KEY SERVICES
Investment Advice
o Strategy Formulation
o Asset Allocation
o Manager Research and -Selection
o Portfolio construction
Investment Administration
o Investment Implementation
o Investment monitoring
o Reporting
o Portfolio Review and -Rebalancing
Intergenerational Wealth Transfer
o Estate Planning
o Will Drafting
o Education, development, and training of family members
o Administration of Deceased Estates
Ancillary Services
o Cash flow planning and Management
o Tax Advice and Planning
o Trust and Company Formation (Locally and Abroad)
o Trust and Company Secretarial Services
o Trustee Training
Although some of these services might be outsourced to our business partners, we retain the ultimate control and accountability. We believe that wealth cannot be managed in isolation and it needs to be planned in an integrated and holistic manner.
Company Details
- Employees
- 5
- Founded
- -
- Address
- 17 Fraser Street, Somerset West,western Cape 7130,south Africa
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- http://www.fvr-advisory.com
- Keywords
- Investment Advice.
- HQ
- Somerset West, Western Cape
Franzsen & Van Reenen Wealth Advisory Questions
Franzsen & Van Reenen Wealth Advisory's website is http://www.fvr-advisory.com
Franzsen & Van Reenen Wealth Advisory's LinkedIn profile is https://za.linkedin.com/company/franzsen-van-reenen-wealth-advisory
Franzsen & Van Reenen Wealth Advisory has
5 employees.
View email and phone details for 5
employees at Franzsen & Van Reenen Wealth Advisory.
Franzsen & Van Reenen Wealth Advisory's industry is
Investment Management
Franzsen & Van Reenen Wealth Advisory's top competitors are
Paragon Wealth Advisors,
Fpp Group,
Kwm Wealth Advisory,
Menaco S.r.o.,
Independent Trustee Services,
Legatee Trust Services,
Wealth Advisory Partners Ltd,
Trusteed,
Rational Expectations,
Centric Wealth Advisory - Sa's Top Boutique Wealth Manager Of The Year 2022 And 2023.
Franzsen & Van Reenen Wealth Advisory's categories are Investment Management
Franzsen & Van Reenen Wealth Advisory's founding year is 2022
