Caleo Family Office provides the full spectrum of international family office services ranging from family governance and legal advice, to the set-up and management of structures, investment advice, help with emigration, consolidated reporting, and fiduciary services, as well as accounting and tax compliance. Simply put, our service is to bring clarity and order to the full spectrum of your family’s financial affairs in the context of your family values.
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WHY THE CALEO FAMILY OFFICE
“Having worked with entrepreneurs and their families for decades, the Caleo Family Office is a natural extension of our expertise in leading wealth management. Our clients trust us to steward their personal and family legacies and to partner with them through their journeys. We understand the complexities that accompany success, and we ensure that personal wealth sows the seeds for future generations. Through this trust, and acting in our clients’ best interests, the Caleo Family Office was born. ”
One point of contact
Control of your time by minimising paperwork duplication, travel, and co-ordination requirements
Peace of mind that complex family issues and differing needs of specific family members are monitored and managed
Security that your family group still controls your money
Certainty that services are appropriate for and tailored to your family’s needs and requirements
Engagement with younger family members through education, involvement, and legacy planning
Moderation of the desire of older generations to maintain control of younger generations
Leading negotiations and representation
Assurance that your family has a respected advisory group on which to rely, no matter what happens
Establishing family councils
Defining family constitutions
Implementing succession planning
Conducting estate planning
LET’S CONNECT
T +27 11 483 1182 | E info@caleocapital.com | 71 4th St, Houghton Estate, Johannesburg.
Chris Soal, Requiem (2021)