Wealth for Life.

Wealth for Life

Wealth for Life.

Financial planning expertise. Considered counsel. Long-term partnership.

Foundation

Foundation Family Wealth is an independent wealth advisory and financial planning firm for individuals and families navigating complex financial lives. We bring technical depth, long-term perspective and personal context to the decisions that shape your wealth, life and legacy.

What We Do

Our financial partnership approach

We begin by understanding what your wealth needs to support: you, your family, your responsibilities, and the dreams you want to make possible. Our holistic financial planning approach brings together the expertise needed to structure your wealth, protect what matters and plan for what comes next.

Areas of expertise within our holistic planning approach include:

Financial Planning

Comprehensive, independent financial planning that connects your money to the life, choices and responsibilities it needs to support.

Investment Strategy

Disciplined investment management built around your plan, risk profile and long-term needs, with a clear asset allocation framework, a blended approach to active and passive strategies, and ongoing portfolio oversight.

Tax Planning & Structuring

Coordinated tax planning and structuring advice for personal wealth, business interests, trusts and family assets, with the wider plan always in view.

Scenario & Retirement Planning

Planning for the shift from building wealth to living from it, from retirement income and tax efficiency to what enough looks like, how tax impacts future income and how wealth is shared or stewarded over time.

Estate & Legacy Planning

Estate planning and legacy planning for families, trusts and the thoughtful transfer of wealth across generations.

Explore our approach
Who We Work With

Is Foundation right for you?

Foundation works best with individuals and families navigating complex wealth, significant decisions and long-term responsibility.
You may be preparing for retirement, selling a business, receiving an inheritance, planning across generations or rethinking how your wealth should be structured.
Book a meeting

Why Foundation

What sets us apart

Since 2012, we have advised more than 200 families, with R4,3 billion under advice. That experience shapes how we think, advise and build long-term financial partnerships.

Foundation's expertise spans financial planning, investment management, tax, retirement, succession and estate planning. Our leadership holds CFP® and CFA® credentials and Citywire Top 50 recognition. Our investment approach pairs rigorous portfolio construction with a clear philosophy on asset allocation, risk and long-term discipline.

01

Technical Depth

Many of our client relationships span years and generations, giving us a deeper understanding of the family, the history and the decisions behind the numbers.

02

Institutional Memory

We work in your interests, with the full context of your life and wealth in view. Together, we implement, review and adapt your financial plan and investment strategy as life, markets, regulation and family circumstances change.

03

Long-term Partnership

Foundation is privately held and we do not sell products or earn commissions. Our advice is paid for by our clients and focused on their best interests.

04

Independence

More about Foundation
Newsletter Sign-up

Stay close to the thinking

Receive Foundation’s latest thinking on markets, money, planning and the decisions behind long-term wealth.