Franzsen & van Reenen Wealth Advisory jobs and careers

About Franzsen & van Reenen Wealth Advisory

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.