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We take the complexity out of your intergenerational succession story, except if you wish to retain it.

Given your unique values, family dynamics, and complexities involved, are you unsure about your next steps. Most people struggle to achieve lasting wealth, but we have a proven track record of success. Here we go...

"Unlock intergenerational opportunities for families, business owners, and their advisors with knowledge, wisdom, insights, and unique toolkits in the Private Office Advisory club."

Professional conversations for the ultra-affluent value chain

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CONSULTANCY SERVICES Family Offices & Affluent family support services.
Intergenerational wealth & succession.
Family Philanthropy
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BOOK STORE Switching Billion-Dollar Conversation Lines
by Anne Klein & Brian DeLucia
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CONSULTANCY SERVICES Family Offices & Affluent family support services.

Intergenerational wealth & succession.

Family Philanthropy
Read More

SUBSCRIPTION PLATFORM Subscribe to list company & showcase services. View Options

BOOK STORE Switching Billion-Dollar Conversation Lines
by Anne Klein & Brian DeLucia
Browse Books

Events Family Events | Family Office Events | Industry Events Learn More

Training for families & advisors The training is available and can be custom-made for you. It is available online, in person or virtually. Read More

VIDEOS ON DEMAND Various Training & Industry videos Coming Soon

Events Family Events | Family Office Events | Industry Events Learn More

Training for families & advisors The training is available and can be custom-made for you. It is available online, in person or virtually. Read More

VIDEOS ON DEMAND Various Training & Industry videos Coming Soon

TRAINING SESSIONS & EVENT INFORMATION Various Training & Industry videos Coming Soon

TEMPLATE CREATIONS & OTHER TOOLS Various Training & Industry videos Coming Soon

WHITE-LABEL SOLUTIONS FOR BUSINESSES Various Training & Industry videos Coming Soon

TRAINING SESSIONS & EVENT INFORMATION Various Training & Industry videos Coming Soon

TEMPLATE CREATIONS & OTHER TOOLS Various Training & Industry videos Coming Soon

WHITE-LABEL SOLUTIONS FOR BUSINESSES Various Training & Industry videos Coming Soon

The FOUNDER

LuciaDeKlein Private Office | (FISA, TEP)

Anne holds B Juris and LLB degrees and is a non-practicing attorney, notary, and conveyancer. She has additional qualifications, including a Certificate in Advanced Trust Law from the University of Pretoria, an Estate Duty course completed under Mrs. Ina Marx's leadership, and a QFOP certificate (Qualified Family Office Professional) from the Family Office Club, USA.

Anne's career, from the 1990s, has been dedicated to serving private clients. She started as a prosecutor for the Department of Justice and an examiner for the Master of the High Court. Her journey led her to work at one of the oldest law firms in South Africa, an international audit firm, a global multi-family office, and a South African bank. Alongside her professional achievements, Anne is deeply passionate about philanthropy, a value she brings to her work. Her recent contribution to a global industry publication on family philanthropy is a testament to this.

Anne has been involved in several groundbreaking initiatives throughout her career, including initiating a global industry event with a US/SA lawyer to create awareness about the introduction of FATCA. In April 2024, she took a leap of faith. She started her own Private Office, which focuses on creating aligned solutions for the industry and with a focus on producing more intergenerational families. She has a keen passion for Family Offices and is committed to supporting the industry.

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