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The Family Offices ESG Alliance

The Family Offices ESG Alliance

How Three Professionals from Three Continents Spent Four Months Building Something Real — And Why We're Just Getting Started

There’s a moment in every partnership when you stop testing and start trusting. For the three Founders — Colten Ratz, Family Offices Factory, Anne Klein, Lucia de Klein Private Office, and Kate Maria Vinther, Lagertha Join Forces — that moment didn’t arrive in a boardroom or at a signing ceremony. It arrived quietly, across time zones, over dozens of video calls, shared documents, honest conversations, and small acts of professional respect that, over four months, built something none of us could have built alone.

Today, we want to tell you how we got here. And we want to tell you what’s coming next.

IT STARTED WITH SOMETHING WE’D ALREADY BUILT

Anne, Colten & Kate weren’t strangers. We’d already shared a stage — we all participated in one of the Lagertha Join Forces 2025 event series. We regornized how we think. We experienced how we show up. We knew the quality of our insight and the integrity of our engagement.

So when the idea for this Alliance began to take shape, we didn’t reach out blindly. We reached out to each other as people we already knew — people whose values, rigour, and professional presence each of us had already witnessed firsthand. The proposition was simple: What if we could build a trusted space where Family Offices, ESG expertise, and real industry knowledge actually talk to each other? Not a conference. Not a fund. Not a platform selling something. A conversation. Curated. Governed. Built to compound over time.

We didn’t come to each other with a polished investor deck. We came with a co-creation brief tailored to each partner — addressing specific priorities, platform synergies, and what each of us would need to govern, protect, and build. We agreed: start with Pilot A — Curated ESG Events & Podcasts. One pilot. Low risk. Maximum learning.

THREE PEOPLE. THREE CONTINENTS. ONE ALLIANCE

Let me tell you about us, because the diversity of this team is not a talking point. It’s our operating advantage. We are three different nationalities. Three different professional worlds. We span different generations — and that matters, because we’re building for a sector where generational perspective isn’t just relevant, it’s everything. And we are a gender-diverse team in a space — Family Offices and ESG — where both women and men are reshaping the rules of capital, governance, and legacy.

Colten brings the Family Office ecosystem. He understands NextGen. He lives in their world, speaks their language, and knows what gets them to lean in.

Anne brings ESG depth, platform experience, and a network that stretches from blockchain-enabled sustainability solutions to enterprise-level case studies.

Kate bring cross-industry strategy, content architecture, and 15 + years in the sectors where ESG meets the hardest questions: stranded assets, mining, the last mile of capital deployment.

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EXTRAORDINARY SUCCESS WITH A US-BASED PROMOTER

✨ 𝗘𝗫𝗧𝗥𝗔𝗢𝗥𝗗𝗜𝗡𝗔𝗥𝗬 𝗦𝗨𝗖𝗖𝗘𝗦𝗦 𝗪𝗜𝗧𝗛 𝗔 𝗨𝗦-𝗕𝗔𝗦𝗘𝗗 𝗣𝗥𝗢𝗠𝗢𝗧𝗘𝗥✨

We are delighted to share the success story of a distinguished US-based promoter who entrusted 𝗢𝘀𝗶𝗱𝗮𝗻 𝗠𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁 𝗦𝗲𝗿𝘃𝗶𝗰𝗲𝘀 (𝗠𝗮𝘂𝗿𝗶𝘁𝗶𝘂𝘀) with the establishment of a sophisticated fund management structure.

From initial strategy to full implementation, our team successfully guided the setup of a 𝗙𝘂𝗻𝗱 𝗠𝗮𝗻𝗮𝗴𝗲𝗿 𝗶𝗻𝗰𝗼𝗿𝗽𝗼𝗿𝗮𝘁𝗶𝗻𝗴 𝗺𝘂𝗹𝘁𝗶𝗽𝗹𝗲 𝘀𝘂𝗯-𝗳𝘂𝗻𝗱𝘀 𝘂𝗻𝗱𝗲𝗿 𝘁𝗵𝗲 𝗩𝗮𝗿𝗶𝗮𝗯𝗹𝗲 𝗖𝗮𝗽𝗶𝘁𝗮𝗹 𝗖𝗼𝗺𝗽𝗮𝗻𝘆 (𝗩𝗖𝗖) 𝗳𝗿𝗮𝗺𝗲𝘄𝗼𝗿𝗸. This structure offers unparalleled flexibility, scalability, and efficiency—perfectly aligned with the promoter’s global investment vision.

What began as a complex cross-border structuring requirement was seamlessly transformed into a robust and compliant solution, thanks to the deep expertise, proactive approach, and commitment to excellence.

“𝗢𝘀𝗶𝗱𝗮𝗻 𝗠𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁 𝗦𝗲𝗿𝘃𝗶𝗰𝗲𝘀 has demonstrated exceptional professionalism, technical expertise, and responsiveness throughout the entire process. Their ability to simplify complexity and deliver a tailored solution has been truly impressive. 𝗠𝗮𝘂𝗿𝗶𝘁𝗶𝘂𝘀 has proven to be the ideal jurisdiction, and 𝗢𝘀𝗶𝗱𝗮𝗻 the perfect partner.”

Osidan Management Services is proud to have supported this journey and to continue building long-term partnerships with global clients seeking strategic, secure, and forward-thinking solutions.

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Founder's Page

Beyond the Technical:The Human Architecture of Cross-Border Wealth

Beyond the Technical: The Human Architecture of Cross-Border Wealth

Cross-border estate planning should be more than a technical exercise; it must blend legal mechanics, tax structuring, investment architecture, and, most importantly, the human dynamics that determine whether a family’s intentions survive beyond the founding generation into a flexible framework.

We were privileged to host an exceptional group of contributors who brought both precision and perspective to the discussion:

Boris Pelegrin
ViaVadis
South African estate planning, investment structuring, and the role of Swiss entities in long‑term planning
Johannes Eggenberger
cwh treuhand ag
Foundations, stewardship, and the discipline required to preserve purpose across generations
Vanessa Turnbull-Kemp
Regan van Rooy
Loop planning, Section 42 reorganisations, Section 25B, and the tax risks families often underestimate
Anne Klein
LuciaDeKlein Private Office | The Family Office Link | The Family Office Intern Certification | Club
Family control, governance frameworks, and decision‑making continuity in multi‑jurisdictional families

The panel stress‑tested a new way of thinking about offshore structuring—one that integrates compliance, control, and continuity rather than treating them as separate conversations.

A special thank‑you to Boris, a subscription member of the LuciaDeKlein platform, who is preparing for a South African roadshow in April. To our event partners, Garde Capital Family Office, thank you for your support in bringing this dialogue to life.

We are grateful to our subscribers and guests who joined.

Feedback like this keeps us committed to raising the standard of industry conversations:
“I want to compliment you, Anne and Daleen, for facilitating this session – it was excellent! Thank you!”
— Richard R., United States

One question kept resurfacing:

Which families truly require cross‑border structuring—and when should they start their journey?

Not every family will need a complex offshore architecture, but if you do require it, create flexibility and fluid dynamics. Every family, without exception, needs governance, and by going back to the basic principles, you can start the journey for your family.

The sophistication may differ, but the principle does not. Waiting until a family reaches a certain “maturity level” is itself a decision—one that often comes too late or might be what you need to rapid expansion. Each family is different but similar.

Governance is a luxury waiting to be unfolded.

It is the foundation upon which generational wealth, stewardship, and continuity wealth are built.

Some families may not yet be ready for the conversation, and that is their choice or their current reality, but without a vision, it is hard to move forward.

But awareness plants the seed. And seeds, given time and intention, grow into structures that outlast us.

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Founder's Page

Why South Africa

Why South Africa?

When our international counterparts visit, they arrive armed with polished brochures titled “Why [Jurisdiction]?”—a concise articulation of their strengths, regulatory advantages, and strategic value.

These documents are powerful because they reflect a deep understanding of their own positioning and the reasons global families choose them.

South Africa’s advisors deserve a version of that narrative, even though we support and embrace globalization because we understand our own limitations and local risks.

Yes, the traditional lists matter: approved jurisdictions, regulatory compliance, tax frameworks, ease of doing business, exchange control regimes, double‑tax agreements, skilled workforces, and political stability.

These are important, rational considerations for any family or business thinking cross‑border and provide a sense of protection.

But the real story is bigger.

Any family or enterprise with ambition, potential, and wealth must think globally.

They must diversify risk, expand their footprint, and step into the unknown—supported by trusted partners who understand complexity and can navigate uncertainty, both on the ground and in the targeted jurisdiction.

That is where South Africa stands apart. What do you think?

We bring more than checkboxes to a jurisdictional comparison chart.

Our value is not only technical; it is human, cultural, and experiential. Our fellow countrymen take these skills with them when they depart from Africa and bring them to their new homes.

We offer:

Unique solutions to complex, multi‑layered scenarios

A deep understanding of cross‑border realities, not just theory

Resilience is shaped by operating in a demanding environment

Hard‑earned skill, adaptability, and creativity

A work ethic that blends precision with pragmatism

The cultural intelligence to navigate nuance—what we call “ja‑nee”

South Africans know how to operate in ambiguity, build trust across cultures, and deliver under pressure.

We understand families, legacy, and the emotional dimensions of wealth—not just the structures around it.

We love to learn from others and to integrate the learning and bring it back home at the right time.

Our “Why South Africa?” is not a list.

It is a mindset, a capability, and a way of working that global partners consistently recognise once they experience it.

What is your take? Do we need a list? What should we add to the list, or will the list restrict us?
 
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Professional Subscribers

Levantine & Co Communications

Levantine & Co Communications

Our most recent monthly newsletter, and a letter from our CIO.

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Founder's Page

Finding Your Voice in a Successful Family

Finding Your Voice in a Successful Family

Being born into a successful family can sometimes feel like being invited to a grand banquet while sitting at the far end of the table, where your voice may go unheard.

If you feel overlooked, I would like to invite you to collaborate with me as we explore pathways to your legacy growth within your family office environment.

 
Contact us at anne@luciadk.com
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Jurisdictional comparison

Jurisdictional Comparison

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Founder's Page

Purposeful Transitions for Family Businesses

Purposeful Transitions for Family Businesses

On behalf of LuciaDeKlein Private Office | The Family Office Link | The Family Office Intern Certification | Club and Boston Multi Family Office Roelf Odendaal.

Thank you to David Werdiger, our guests, and hosts Judy Corney & team for making our Breakfast Discussion on Purposeful Transitions for Family Businesses so inspiring.

Key Takeaways in a Snapshot:

🌱 Family-centered solutions keep values alive.
👩‍👩‍👧‍👦 Rising Gen shapes the family story.
📚 Education + family meetings = lived principles.
⚖️ No “right or wrong”—only consequences, as David reminded us.
🌍 Cultural nuances enrich every family journey.

We also reflected on insights from Tsitsi Mutendi (CFBA, ACFWA) book—read more about the book on the LuciaDeKlein website.

https://lnkd.in/dqtJRBJK

Special thanks to Roelf Odendaal and the Boston Multi Family Office team.

Learn more: bostonmfo.com

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News

MORAL PERSPECTIVE AND COPYRIGHT IMPLICATIONS OF AI MUSICIANS: THE CASE OF JAKKALS

MORAL PERSPECTIVE AND COPYRIGHT IMPLICATIONS OF AI MUSICIANS: THE CASE OF JAKKALS

AI is changing the creative world fast. You see it everywhere especially in music, where algorithms now help write songs and even perform. People are talking about what this means for artists, audiences, and the rules that hold it all together. In South Africa, there’s a fresh example: Jakkals Vibes. This project blends human songwriting with beats and production shaped by AI.

 

Jakkals Vibes forces us to rethink what it means to create something new, stay true to your roots, and be honest with listeners who connect emotionally to music. This piece digs into those questions, looking at Jakkals Vibes from the angles of copyright law, moral philosophy, and the shifting dynamic between people and their digital partners.

 

Jakkals Vibes is pretty straightforward: a South African artist writes all the lyrics, but lets AI handle the beats, arrangements, and sound engineering. The project’s done well, it’s registered with SAMRO and hit some high marks on local streaming charts.

 

What makes it interesting is how it blurs the line between human and machine. The goal isn’t to replace people, but to let AI boost what the artist can do. Think of AI as a high-tech bandmate or producer, not the star of the show. Still, while insiders see this division clearly, most fans probably don’t realize how much of the music’s sound comes from AI. That gap matters. It affects how people view the music’s authenticity and the artist’s role.

 

People care about authenticity in music. At its best, music feels personal and rooted in emotion and culture. When AI steps in, some folks wonder: are we still getting something real, or just a smart imitation?

 

With Jakkals Vibes, the lyrics come straight from a person, but the emotional feel of the music is shaped by algorithms. So, are fans connecting with genuine feelings, or just a clever copy? The question gets trickier when listeners start to bond with the artist, not realizing how much of the sound is automated. That can lead to confusion about what or who they’re actually celebrating.

 

South Africa’s music scene adds another twist. Genres like amapiano, maskandi, and gqom all carry deep cultural stories. If AI starts cranking out these sounds without understanding where they come from, there’s a real risk of losing something important or even crossing the line into cultural appropriation. Anyone using AI in this space has to be upfront about it and show respect for the roots of the music.

 

South African copyright law is pretty clear: only humans can be recognized as authors. The Copyright Act says you need real, human input to protect a work. AI can’t own anything it’s just a tool. Although some may argue that AI generated material fall within the ambit and definition of a computer programme / software entailing that the person responsible for the input and receiving a specific outcome will be considered the owner of that output work, there is still some lively debate pertaining to this interpretation in our law.

 

With Jakkals Vibes, the human artist owns the lyrics, hands down. But things get murkier with the music and sound itself. If AI played a big role in creating the track, the person who guided the AI (or maybe the producer) gets the credit as author. The law says whoever makes the key creative calls owns the rights.

 

There’s also another issue: originality. AI tools learn from massive piles of existing music. Sometimes, without meaning to, they might spit out something that’s a little too close to somebody else’s work. That opens up a whole new set of copyright headaches for anyone using AI to make music. Until South Africa’s copyright regime is amended to address AI-assisted works explicitly, legal uncertainty will persist.

 

Once you bring AI into music, performers’ rights get tricky fast. Traditionally, these rights protect how a human brings a song to life, their own spin, their presence, the way they connect with an audience. But when AI steps in, suddenly there’s no real person interpreting the work. That makes the old rules feel out of step.

 

Take Jakkals Vibes, for example. Sure, there’s a human songwriter behind it, but the whole identity, the sound, the branding, that digital vibe people see online, is tightly woven with AI. As Jakkals Vibes gets bigger, fans start wanting live shows, interviews, maybe some behind the scenes moments. But AI can’t step onto a stage or chat in real time. So what happens then? Should people know upfront if they’re seeing an avatar, a hologram, or maybe just a stand-in? If you don’t tell them, it starts to feel dishonest, maybe even misleading. In turn the essence of what art, music and creative works falls through the floor due to no human connection to the work eliciting a specific emotion.

 

There’s another layer, too. The voice and look of an AI persona can become valuable on their own. Suddenly, you’re dealing with trademark issues, personality rights, and the risk of someone passing off a copycat as the real thing. The law needs to catch up and figure out how to tell the difference between living, breathing performers and digital creations, especially when money’s on the table.

 

South Africa needs a clear plan here. AI’s only going to get more involved in music, and creators and listeners deserve some ground rules. The law should spell out who owns what in AI-assisted music, set standards for crediting work, and make sure fans know when AI’s in the mix.

 

One obvious fix: require artists and producers to come clean when AI plays a significant role in creating or performing a song. That kind of honesty helps people make real choices about what they support, and keeps the culture scene genuine.

 

There’s also the bigger picture. South Africa’s musical heritage matters, and it’s easy for AI to take without giving back. Lawmakers and cultural leaders need to make sure that when AI learns from traditional music or community songs, it does so with proper permission and fair sharing of any benefits. If AI-generated culture wants to stand on solid ground, it should respect the people and traditions it borrows from.

 

Jakkals Vibes shows both the thrill and the messiness of AI in music. On one hand, technology blows open what artists can do. On the other, it creates new moral and legal headaches.

 

With AI reshaping what it means to create, perform, and even be an artist, the pressure’s on in South Africa. The country has to find a way to let innovation flourish without losing what makes music matter in the first place. The music industry can’t forget the human spirit behind the art, even as machines take on bigger roles. In the end, the law shouldn’t just protect rights on paper, it needs to stand up for the deeper values that give music its staying power.

 

Anrich van Stryp

Brits Law Inc

Director of Intellectual Property

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LuciaDeKlein’s Second Black Friday Sale

LuciaDeKlein's Second Black Friday Sale

🎉 LuciaDeKlein’s Second Black Friday Sale 🎉

It’s here again—the Second Black Friday Sale from LuciaDeKlein!
For a limited time, enjoy 30% OFF:

📚 All LuciaDeKlein books

🎓 Training programs

🏛️ The Family Office Intern Certificate

This is your chance to invest in knowledge, elevate your expertise, and step confidently into the future of family office advisory.

✨ Don’t miss out—this offer won’t last long!

📩 For more information, write to info@luciadk.com

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