Category: Family Subscribers

Enterprising families are incredibly important for the progress and prosperity of the world. They need support, good advice, and the motivation to make important decisions that will ensure a lasting legacy.

A few years back, I met Tsitsi Mutendi (CFBA, ACFWA) in a small coffee shop in Sandton, and we immediately connected on a deep level. We appreciate and understand each other, and we’ve been able to support each other through different stages of our lives. Although I must admit, Tsitsi is always ahead of the pack.

I’m thrilled that Tsitsi hosted my first podcast. Despite my initial hesitations about speaking publicly and concerns about my accent and communication skills, Tsitsi’s magic touch, with a capital T, shone through, even with a poor internet connection from my country’s side and not from Zimbabwe’s side.

Feel free to listen to the insights from years of experience in the private wealth industry, providing a global perspective on successful family legacies, and how each of us can create better stories for our families, by the integration of certain principles.

We also touched on the importance of the role that women play, and how we must write our own stories. If the “South African Afrikaans English, with a touch of French”, accent is harsh on the ear, then feel free to listen to the other interviews, hosted by Tsitsi.

Ultimately I have two goals with my business, one is stronger generational families and secondly, aligned opportunities for families and advisors.

Lastly, thank you Tsitsi and team, for the opportunity.

The financial landscape is evolving, with women in the United States now controlling over a third of household financial assets, valued at more than $10 trillion. This shift is expected to lead to a substantial transfer of wealth over the next decade, presenting a $30 trillion opportunity by the end of the decade. However, for women in South Africa, proactive family governance structures are needed as families are unprepared for the upcoming transfers. Women will need access to information and wisdom for wealth and legacy protection to manage this shift effectively. Effective multi-generational planning, asset protection, and robust family governance are essential to address the anticipated trillion-dollar wealth transfers. This shift also emphasizes the global need for superior guidance and services in the family office environment. Without careful planning, there is a risk of wealth loss during the transitional period, highlighting the importance of proactive planning and family office support.