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Objective
Family Office

Helping your Family Thrive by providing Holistic, Objective Advice.

It is important to shift the focus away from mass designed financial products to an independent, customised service built for you and your family.

Family Office service offerings:
Thrive has two Core Offerings:

We have a core focus on Family Office services for High-Net-Worth individuals & families

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Our aim is to become your macro-level advisor with a view over a family's entire balance sheet.

Family Office:

Balance Sheet oversight, streamlining a large portion of a client/ family’s life.

Wealth Management:

Investing globally can be daunting, but with our expert advice and guidance, we can help you navigate the complexities. 

Should you prefer a more ‘stepped approach’ contact us today for your choice of targeted underlying service/s.
Investment advice is the result of a well-developed Strategy & Plan which is owned by the correct structure (Fiduciary)which protects wealth over multi-generations.

Aidan Lotz CA (SA)

Founder & CEO

The service comprises of four key areas which assist in life’s financial complexities:

Strategy: The key to success is consistently good decision making.

Planning: Cash Flow Analysis to model & plan your financial life.

Fiduciary: Structures & Wills to protect what your family has built.

Investments: Objective Local & Offshore.

Take control of your Balance Sheet today!!

Trust isn't everything; it's the only thing . . .
Thrive Family Office (Pty) Ltd
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