A sartorial wealth management

                 with an International touch

A sartorial wealth managemen with an International touch

Wealth Management SOLUTION  The Goldberg difference

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Wealth Management solutions: is at the core of our solutions architecture. We do help clients achieve their goals with minimal disruption, via financial and estate planning, advisory & discretionary investment mandates. We are keen on the latest investment trends, including ESG topics.

We strive to offer our clients services tailored to their individual needs.

“Clients services tailored
for your individual need”

Wealth Management SOLUTION
The Goldberg difference

Wealth Management solutions: is at the core of our solutions architecture. We do help clients achieve their goals with minimal disruption, via financial and estate planning, advisory & discretionary investment mandates. We are keen on the latest investment trends, including ESG topics.

We strive to offer our clients services tailored to their individual needs.

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“Clients services tailored
for your individual need”

“Clients services tailored
for your individual need”

INVESTMENT SERVICES

Discretionary Mandates

Our discretionary investment management is a form of investment management in which buy and sell decisions are made by our portfolio manager. The term “discretionary” refers to the fact that investment decisions are made at the portfolio manager’s discretion, based on your risk profiling questionnaire.

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Advisory Mandates

Our investment advisory service is designed for those who want to manage their own money but would like support from a professional investment adviser. Your portfolio manager will recommend an investment portfolio to suit your needs and can provide ongoing advice on all your investment decisions.

integrity. stability. passion.

FAMILY OFFICE SOLUTIONS

We do provide our clients with an exceptional set of services to encompass all aspects of their wealth and family needs for the present and future generations, by giving them access to an exclusive rolodex of banks, investment funds, private equity funds, brokers, traders, trustee, lawyers, taxation specialists. We are keen on the NexGen clients and support wealthy families with intergenerational wealth matters.

Financial reporting & consolidation

At Goldberg we can help you and your family with reporting & consolidation services to facilitate decision-making at all levels, ensuring that portfolios meet the family’s goals and objectives. As your assets grow and as cross-generational family needs become more complex, the need of consolidation services becomes more important.

Tax & Estate planning
When making investments, at Goldberg we consider your situation as a whole, covering areas such as: the structure of your investments; your retirement plans; and whether your lifestyle and the needs of your family should be protected by insurance. Our focus is on growing your wealth and preserving it for future generations.
Next Gen
Family Governance and Succession are key to everything we do at Goldberg and go beyond the traditional estate and tax planning. It is the process through which families articulate their Purpose, their Vision and their Values. It is the creation of a framework, with communication at its core, which enables consistent, good decision making on issues from Family Business to Family.
Trust management
Goldberg can provide guidance and support with setting up a trust, looking for the best jurisdiction for a family, seeking tax and inheritance optimization strategies.
Philanthropy
Goldberg provides a more holistic and open-minded perspective on the potential benefits of philanthropy, not only as an investment into society, but as a long- term investment into a healthy, sustainable business that both family and employees feel a meaningful connection to.
Tax & Estate planning
When making investments, at Goldberg we consider your situation as a whole, covering areas such as: the structure of your investments; your retirement plans; and whether your lifestyle and the needs of your family should be protected by insurance. Our focus is on growing your wealth and preserving it for future generations.
Next Gen
Family Governance and Succession are key to everything we do at Goldberg and go beyond the traditional estate and tax planning. It is the process through which families articulate their Purpose, their Vision and their Values. It is the creation of a framework, with communication at its core, which enables consistent, good decision making on issues from Family Business to Family.
Trust management
Goldberg can provide guidance and support with setting up a trust, looking for the best jurisdiction for a family, seeking tax and inheritance optimization strategies.
Philanthropy
Goldberg provides a more holistic and open-minded perspective on the potential benefits of philanthropy, not only as an investment into society, but as a long- term investment into a healthy, sustainable business that both family and employees feel a meaningful connection to.
Tax & Estate planning

When making investments, at Goldberg we consider your situation as a whole, covering areas such as: the structure of your investments; your retirement plans; and whether your lifestyle and the needs of your family should be protected by insurance. Our focus is on growing your wealth and preserving it for future generations.

Next Gen

Family Governance and Succession are key to everything we do at Goldberg and go beyond the traditional estate and tax planning. It is the process through which families articulate their Purpose, their Vision and their Values. It is the creation of a framework, with communication at its core, which enables consistent, good decision making on issues from Family Business to Family.

Trust management

Goldberg can provide guidance and support with setting up a trust, looking for the best jurisdiction for a family, seeking tax and inheritance optimization strategies.

Philanthropy

Goldberg provides a more holistic and open-minded perspective on the potential benefits of philanthropy, not only as an investment into society, but as a long- term investment into a healthy, sustainable business that both family and employees feel a meaningful connection to.