Family Office Advisor
Kate Rees is a seasoned finance professional specializing in the family office sector. She provides comprehensive services to high-net-worth individuals and their business and family entities, assisting in managing their financial and operational affairs. The scope of her expertise includes, but is not limited to, the following:
Kate maintains direct relationships with high-net-worth clients, their family members, closely held entities, and third-party advisors.
She is responsible for coordinating the implementation of a family’s vision and strategy, collaborating with all relevant parties across finance, tax, legal, and governance sectors.
In her capacity as the Head of Finance for clients, families, and their entities, Kate undertakes several critical functions, which encompass the following:
Managing and nurturing relationships with third-party advisors, including those in the legal, accounting, banking, partnership, and finance sectors, while facilitating effective communication and information sharing among these advisors.
Overseeing the development and creation of financial reporting packages and modeling for family engagements, which include net worth statements, comprehensive asset reviews, cash flow reports and forecasting, income and expense statements, income tax summaries, planning strategies, budget management, and tailored reporting.
Providing communication highlight reports for discussions on financial and tax strategies, forecasts, and action plans concerning capital availability, short- and long-term cash requirements, and opportunities for transactional events.
Collaborating with third-party tax advisors to generate tax reporting summaries and long-term strategies, contributing financial and accounting analyses to formulate comprehensive recommendations for family members and their investment and financial advisors.
Supervising and facilitating the dissemination of financial and accounting reports to family members and their respective advisors as necessary.
Continuously assess and enhance processes by implementing best practices for family office services, finance, and accounting operations.
Managing capital requests and budgetary processes for family members and their households.
Coordinating documentation regarding entity structures for family members, closely held entities, family trusts, and foundations entails generating or acquiring organizational charts, entity summaries, and guidelines for control measures and procedures.
Family Office Advisor
Kate Rees is a seasoned finance professional specializing in the family office sector. She provides comprehensive services to high-net-worth individuals and their business and family entities, assisting in managing their financial and operational affairs. The scope of her expertise includes, but is not limited to, the following:
Kate maintains direct relationships with high-net-worth clients, their family members, closely held entities, and third-party advisors.
She is responsible for coordinating the implementation of a family’s vision and strategy, collaborating with all relevant parties across finance, tax, legal, and governance sectors.
In her capacity as the Head of Finance for clients, families, and their entities, Kate undertakes several critical functions, which encompass the following:
Managing and nurturing relationships with third-party advisors, including those in the legal, accounting, banking, partnership, and finance sectors, while facilitating effective communication and information sharing among these advisors.
Overseeing the development and creation of financial reporting packages and modeling for family engagements, which include net worth statements, comprehensive asset reviews, cash flow reports and forecasting, income and expense statements, income tax summaries, planning strategies, budget management, and tailored reporting.
Providing communication highlight reports for discussions on financial and tax strategies, forecasts, and action plans concerning capital availability, short- and long-term cash requirements, and opportunities for transactional events.
Collaborating with third-party tax advisors to generate tax reporting summaries and long-term strategies, contributing financial and accounting analyses to formulate comprehensive recommendations for family members and their investment and financial advisors.
Supervising and facilitating the dissemination of financial and accounting reports to family members and their respective advisors as necessary.
Continuously assess and enhance processes by implementing best practices for family office services, finance, and accounting operations.
Managing capital requests and budgetary processes for family members and their households.
Coordinating documentation regarding entity structures for family members, closely held entities, family trusts, and foundations entails generating or acquiring organizational charts, entity summaries, and guidelines for control measures and procedures.
Family Office Advisor, with a key focus on philanthropy and global mobility
Linda holds commerce and law degrees and has worked extensively with family offices, global tax consultancies, and banks, in South Africa and the UK. She has – amongst others – helped individuals, families, and organizations to navigate complex cross-border tax issues, including engaging in related compliance matters, and advocacy.
In addition, Linda has psychology and education degrees and has spent much time researching the effectiveness of social programmes (specifically related to education), combining her passions for education and psychology. She has also employed these passions to assist children from UHNW families in selecting and extensively preparing for admission to prestigious global tertiary institutions in foreign countries.
Linda brings to Lucia de Klein the unique ability to incorporate financial and non-financial considerations, soft and hard skills, into multigenerational, multinational family wealth management. Her diverse experience makes her an excellent fit for roles in estate planning, tax strategies, philanthropic investing, and global lifestyle changes.
Linda holds dual citizenship in the UK and South Africa and is a qualified Advocate of the High Court of South Africa
Family Office Advisor, with a key focus on philanthropy and global mobility
Linda holds commerce and law degrees and has worked extensively with family offices, global tax consultancies, and banks, in South Africa and the UK. She has – amongst others – helped individuals, families, and organizations to navigate complex cross-border tax issues, including engaging in related compliance matters, and advocacy.
In addition, Linda has psychology and education degrees and has spent much time researching the effectiveness of social programmes (specifically related to education), combining her passions for education and psychology. She has also employed these passions to assist children from UHNW families in selecting and extensively preparing for admission to prestigious global tertiary institutions in foreign countries.
Linda brings to Lucia de Klein the unique ability to incorporate financial and non-financial considerations, soft and hard skills, into multigenerational, multinational family wealth management. Her diverse experience makes her an excellent fit for roles in estate planning, tax strategies, philanthropic investing, and global lifestyle changes.
Linda holds dual citizenship in the UK and South Africa and is a qualified Advocate of the High Court of South Africa
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UHNW Advisor | Non-practising Attorney & Notary | Fiduciary Specialist | Trusted Advisor in Private Wealth and Estate Planning
Mbonisi specializes in estate planning, tax strategies, drafting estate planning documents, trust reviews, and digital asset planning. His robust foundation in private wealth law, coupled with a proven track record of successful outcomes, underscores his commitment to delivering customized strategic solutions tailored to the specific requirements of high-net-worth clients.
His ardor for knowledge dissemination is evident through his dedication to training and coaching fellow professionals, equipping them with the essential tools necessary to navigate the complexities of the legal landscape effectively. Furthermore, Mbonisi’s considerable experience in notarial and authentication services enriches the comprehensive scope of his consultancy practice.
With an unwavering commitment to excellence and a steadfast desire for continuous professional development, Mbonisi is well-positioned to exert a substantial influence within the private wealth sector and ensure that his clients receive exemplary service and expertise.
UHNW Advisor
Mbonisi Ndlovu possesses extensive expertise. His robust foundation in private wealth law, coupled with a proven track record of successful outcomes, underscores his commitment to delivering customized strategic solutions tailored to the specific requirements of high-net-worth clients.
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His ardor for knowledge dissemination is evident through his dedication to training and coaching fellow professionals, equipping them with the essential tools necessary to navigate the complexities of the legal landscape effectively. Furthermore, Mbonisi’s considerable experience in notarial and authentication services enriches the comprehensive scope of his consultancy practice.
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With an unwavering commitment to excellence and a steadfast desire for continuous professional development, Mbonisi is well-positioned to exert a substantial influence within the private wealth sector and ensure that his clients receive exemplary service and expertise.
Chairman of a Southern African microfinance bank and Senior Adviser
Jamille has been based in Southern Africa for the last 15 years. He is currently Chairman of a Southern African microfinance bank and an Adviser on activities in emerging markets to a multi-national that focuses on corporate restructuring and complex due diligence. Jamille is Chair Designate of the David Rattray Foundation (UK), which funds Khula Education in South Africa. Jamille remains a Board Trustee of Conciliation Resources, a global NGO headquartered in London, where he was until early 2025, Deputy Chairperson, Chair of the Risk & Audit Committee, and Chair of the Remuneration Committee. Jamille has 25+ years of professional experience primarily in capital raising, strategy, transformation, and private equity investment. He has completed over 50 transactions mainly in the UK, Continental Europe, and Southern Africa. Jamille spent his early career in sustainable development working in the mountains of Pakistan and in London for the Aga Khan Development Network and in Bangladesh for BRAC. In his early thirties, he took a two-year break from the private sector when he was selected to be a civil servant focusing on international trade for the British Government’s Fast Track Scheme. Jamille was born and educated in the UK and is of East African Indian origin. He is a graduate from the London School of Economics, has a postgraduate diploma in Accounting and Finance (ACCA), and an Advanced Diploma from the European Venture Capital Association.
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