contents - Bishops

NOURISH THE ROOTS OF YOUR FAMILY TREE
Since 1990, Private Client Holdings has been assisting families define and
implement strategies for managing their wealth. We take on the tasks associated
with a traditional family office including; investment and portfolio management,
tax and administrative services, estate and succession planning – ensuring that
the family wealth successfully grows from generation to generation.
So if you’re looking for independent advice from a team of men and women who
offer the personal touch of a family member plus the independent thinking of a
wealth manager, speak to us about how best you can preserve wealth and create
a lasting family legacy.
Tel: 021 671 1220 | info@privateclient.co.za | www.privateclient.co.za
WEALTH MANAGEMENT . FIDUCIARY SERVICES
PORTFOLIO MANAGEMENT . FINANCIAL SERVICES
RISK MANAGEMENT . CASH MANAGEMENT
PRIVATE CLIENT HOLDINGS IS AN AUTHORISED FINANCIAL SERVICES PROVIDER (LICENSE #613)
Private Client Holdings has taken care to ensure that all the information provided herein is true and
accurate. Private Client Holdings will therefore not be held responsible for any inaccuracies in the
information herein. Private Client Holdings shall not be responsible and disclaims all loss, liability or
expense of any nature whatsoever which may be attributable (directly, indirectly or consequentially)
to the use of the information provided.