Cross-Border Social Media Speaker This event was started by our...
Read MoreWe 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...
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.
Cross-Border Social Media Speaker This event was started by our...
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