Financial Planning For Retirement

Plan for a Secure Retirement Using our Interactive Tool

Ensure an affluent retirement with The Family Office

We’re here to help you make the right choices from the very beginning. Our expert advisors make retirement planning simple and hassle-free so you can rest assured that your future is in experienced hands.

Heritage Wealth Planning

Access highly sought-after investments across private markets and geographies such as TikTok, Boots, Burger King, UFC to name a few.

Meeting Your Retirement Goals

Before beginning a journey, the destination must be known. Thus in order to meet your retirement goals we ensure we understand what they are.

Personalized Investment Strategy

We create a personalized investment strategy to best ensure your goals could be reached.

Plan for a Luxurious Retirement

Discover your projected retirement income with our secure calculator. Simply enter the amount you can set aside, your risk preference and time horizon.

Choose your top priorities to adjust your retirement plan

You can select one or multiple options
How much can you invest initially towards your retirement fund?
US $1,000,000
US $500,000US $10 million +

To help achieve your goal we will need an investment of a minimum of $500,000

How much can you contribute into your retirement fund each month?
US $5,000
US $5,000US $100,000

To help achieve your goal we will need a contribution of a minimum of $5,000 each month

Your age
50 years
How much do you want to have available each month after you retire?
US $20,000
US $5,000US $100,000
How much do you want to leave behind to your loved ones?
US $1,000,000
US $100,000US $2 million

Not sure which solution suits you best? Simulate various portfolios on our digital platform.

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Frequently Asked Questions

All too often, affluent families miss on long-lasting wealth by not making a financial strategy. Without effective planning, family wealth becomes disintegrated over time, divided across too many people and lost. The most effective wealth heritage planning advisors keep the source of wealth in a centralised portfolio. This way, multiple family members can benefit from a generous income, while the value of the overall wealth is preserved over time.