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How can we effectively change the perception of philanthropy among wealth owners & advisors?

How can we effectively change the perception of philanthropy among wealth owners & advisors?

Is this topic worth exploring, or should I consider a different subject?

What strategies or frameworks can we use to combine emotional and scientific approaches to philanthropy?

How can we make discussions about philanthropy more welcoming for those who may feel uncomfortable with the topic? How can we effectively change the perception of philanthropy among wealth owners and advisors? 🤝💡

What strategies or frameworks can we use to combine emotional and scientific approaches to philanthropy? 📊❤️

How can we make discussions about philanthropy more welcoming for those who may feel uncomfortable with the topic? 🗣️✨

I’m looking for insightful articles or perspectives on philanthropy, psychology, and wealth and their intersectionality. 🌍💰 I need to write a chapter on philanthropy for an international publication focused on wealth.

I’ve noticed that some professionals feel uneasy discussing philanthropy. 🤔 Some executives believe it’s primarily about boosting egos, while others think it’s not crucial in wealth planning. However, those working in charitable organizations are deeply committed to helping others. ❤️

I’m seeking to understand how to encourage wealth owners and advisors to rethink their discussions of philanthropy. Different individuals may prefer scientific or emotional approaches to philanthropy, and trained professionals can effectively bridge that gap.

What do you think about philanthropy? Have you seen its impact, and how can it be positioned as part of the value proposition instead of just a charitable effort? Many have benefited from scholarships or bursaries—why shy away from discussions that can transform lives? 🎓✨ If philanthropy makes you uncomfortable, how can we create a more approachable conversation?

Is this topic worth exploring, or should I consider a different subject? 🤷‍♂️🤷‍♀️

Write to info@luciadk.com

#Philanthropy #Wealth #GivingBack #SocialImpact #Charity #EmotionalIntelligence #WealthManagement #TransformLives #MindfulGiving #PhilanthropyMatters #WealthPlanning
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Events News

Global Business, Local Risk: IOM Indaba

Global Business, Local Risk: IOM Indaba | March 11 – 19, 2025

Get ready for an unforgettable adventure across Durban, Johannesburg, Pretoria, the Winelands, Cape Town, and George!

🚀 Attention all professionals, CEOs, and CIOs from family offices and embedded family offices! This is your golden opportunity to earn valuable CPD points while proudly representing FISA or SAIT! 🎉

Prepare to be inspired and transformed! Roelf Odendaal is taking the helm, promising to make this IOM Indaba an event you cannot afford to miss! With incredible CPD allocations secured, this is the perfect place to elevate your knowledge and skills. 🎓✨

But wait, there’s even more! Imagine the groundbreaking insights that await you as you learn how elite international teams can supercharge your advisory journey and unlock innovative solutions for families. 🌍💡

Having witnessed Roelf’s transformative discussions on family governance firsthand, I can vouch for the depth of wisdom he brings. This is a chance to explore the keys to success and advance your practice! 🚀🌟

Here’s a sneak peek at what’s coming your way:

– Uncover the Isle of Man’s crucial role in managing risk in our ever-changing world.

Exciting Sub-themes You’ll Explore:

– Mastering cross-border risk navigation

– Comprehensive strategies for risk management and governance (corporate & family)

– Smart strategies for international business expansion

– Insights into dynamic materiality

– Decoding risk vs. volatility

– Tackling global risk challenges head-on

– Innovations in sustainable finance

– Navigating the complexities of black swans and grey rhinos

Get ready to connect with top experts from a variety of fields, including:

– Corporate governance specialists

– Family governance visionaries

– Trust and corporate service providers

– Investment firms

– Asset management leaders

– Pioneers in sustainability

– Representatives from the Isle of Man government

– Forward-thinking entrepreneurs

Don’t let this incredible opportunity pass you by!

#CPDPoints #FamilyGovernance #IOMIndaba #ProfessionalDevelopment #SuccessJourney #GlobalInsights #AdvisoryExcellence

👉 https://lnkd.in/dyXWVBAR

Click the picture to go directly to the registration page! 🌟

Thank you for everyone who assisted with the request from the IOM team.

Fiduciary Institute of Southern Africa

South African Institute of Taxation

Cecilia Albertyn see you soon!
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LCR Capital Partners

LCR Capital Partners

LCR Capital Partners is a private investment and advisory services firm that serves families interested in US Green Cards by Investment.
Founded in 2012, the firm’s primary focus is working with clients interested in immigrant investor programs. LCR assisted/acted as a fiduciary for over 1,000 clients move to the United States via the EB-5 Immigrant Investor Visa, which grants investors and their immediate family members US Green Cards.
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LCR Capital Partners (Snippet)

LCR Capital Partners

LCR Capital Partners is a private investment and advisory services firm that serves families interested in US Green Cards by Investment.
Founded in 2012, the firm’s primary focus is working with clients interested in immigrant investor programs. LCR assisted/acted as a fiduciary for over 1,000 clients move to the United States via………
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Announcement: Recent Developments with Kate Rees

Announcement: Recent Developments with Kate Rees

🎉Announcing Recent Developments at Lucia De Klein Private Office 🎉

 

We are pleased to inform our stakeholders about Kate Rees has decided to join our esteemed team as an independent consultant.

Family Office Advisor & Influencer

Kate Rees is a seasoned finance professional specializing in the family office sector.

She provides comprehensive services to high-net-worth individuals and their entities, assisting in managing their financial and operational affairs.

The scope of her expertise includes, but is not limited to:

Maintaining direct relationships with high-net-worth clients, their family members, closely held entities, and third-party advisors.

Taking responsibility for coordinating the implementation of a family’s vision and strategy, collaborating with all relevant parties across finance, tax, legal, and governance sectors.

Encourage younger generations to begin investing as early as possible and to generate engagement in inter-generational wealth management. (The earlier you start, the more time compound interest has to work its magic, creating growth over time)

In her capacity as the Head of Finance for clients, families, and their entities, Kate undertakes several critical functions, which encompass of:

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.

Monitoring cash balances, loans, debts, and other liabilities associated with family members and their entities.

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.

Assisting with special projects.

Kate’s contributions will be invaluable to our platform and the wider community.

Get in touch with Kate at: kate@luciadk.com
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News

Announcement: Recent Developments with Mbonisi Ndlovu

Announcement: Recent Developments with Mbonisi Ndlovu

🎉Announcing Recent Developments at Lucia De Klein Private Office 🎉

 

We are pleased to inform our stakeholders about Mbonisi Ndlovu’s recent decision to be an independent consultant within our esteemed network.

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.

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, ensuring that his clients receive exemplary service and expertise.

We are confident his contributions will be invaluable to our platform and the wider community.

Connect with Mbonisi at mbonisi@luciadk.com
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Igniting The Future for Family Offices

Igniting The Future for Family Offices

Navigating AI & Technology in Family Office Deal Flow

Latest Trends, Opportunities, & Solutions

 

We often discuss technology, artificial intelligence (AI), and deal flow, but what do these concepts mean?

What will they mean to your business or family office if you fall behind in seizing global opportunities?

AI and technology are relevant across various sectors, fundamentally transforming how we live, work, and interact with the world.

How do you see AI and technology impacting deal flow within family offices?

How do these topics solve specific challenges for family offices?

How do they create opportunities?

The relationship between AI and technology is symbiotic, enhancing and evolving the other. Are you up to date with the changes?

Please join us to discuss family office technology, AI, deal flow, and solutions that help solve family office challenges and create more opportunities.

EVENT INFORMATION | SUBSCRIBERS | SELECT FRIENDS

Location: Virtual Event: Microsoft Teams

Date: 25 February 2025

Time: 15h00 – 16h20 SAST

Contact us at info@luciadk.com for more insights.

Our moderator for this session is Christo Meyer, who is joined by Ethan Bonar, Dimitri Denissiouk, and Ricky Patel, PhD

#AI #ArtificialIntelligence #FamilyOffice #Technology #DealFlow #Innovation #WealthManagement #VirtualEvent #MicrosoftTeams #GlobalOpportunities #ThoughtfulConversations #InspiredAction
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Important Notice: Book Publication Delay

Important Notice: Book Publication Delay

Foreign Family Trusts and US Beneficiaries
Navigating through the US Tax Minefield
A guide for Planners, Trustees and Advisers
Richard R Rubin Esq.
 

The book’s publication has been delayed by a few weeks due to the author’s pending discussions with the IRS.

Please write to us if you wish to pre-order the book, or feel free to connect with the author.
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Do you need a single family office?

Do you need a single family office?

And just how unique should it be?

Let’s start by addressing the second question, drawing inspiration from this quote:

“All happy families resemble one another; each unhappy family is unhappy in its own way.” — Leo Tolstoy, *Anna Karenina*.

Single family offices are tailored to meet the distinctive needs of each family, reflecting their individuality.

These offices must adapt to shifts in family, market, and business dynamics.

A family office is shaped by various factors, including the source of the family’s wealth, their unique narrative, and their long-term vision.

However, most single family offices have similar fundamental functions.

Now, let’s turn to the first question:

To determine if you need a single family office, consider these three questions, with the final one carrying the most weight:

Are you expecting a significant liquidity event?

Is there a need to separate your family’s wealth from the existing ecosystem?

Do you have sufficient investable assets to establish a single family office? Having at least USD 100 million in investable assets is generally recommended, however there are different industry views.

To conclude, all families need a form of family governance, but not all families need a single family office.

To all the sophisticated family office advisors out there, feel free to correct us!

From Africa with love.
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Founder's Page

Bridging Generations: Prepare for the Wealth Transfer Revolution!

Bridging Generations: Prepare for the Wealth Transfer Revolution!

Grab a copy of the book:

TRANSITION: How to Prepare Your Family and Business for the Greatest Wealth Transfer in History by David Werdiger.

I want to thank David Werdiger and his team for the thoughtful gift.

The book’s impressive journey from Australia to South Africa makes it a valuable resource for anyone, particularly those interested in intergenerational dynamics.

“In any family, every child is born into a “different family.”

David is an international best-selling author; more information about his work can be found on his website.

The book arrived at the perfect time, and I encourage everyone to read it. Each of us has a role to play regarding families, wealth, and business, and David effectively addresses these topics in his book.

DavidWerdiger.com

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