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The Family Office Intern Certificate

THE FAMILY OFFICE INTERN CERTIFICATE

12-Month Completion Process
Part-time (self-paced)
LOCAL | GLOBAL NETWORKS
Pre-Launch Notice
We are excited to announce the launch of “The Family Office Intern” Certificate program. We have identified seven suitable candidates ready to embark on this journey. We will be interviewing candidates two through seven to assess their suitability. Each candidate will be paired with a mentor and have twelve months to complete the certificate.
Upon completion, the certificate will qualify recipients who have completed at least fifteen interviews in the family office, private capital, and family enterprise industries, among other opportunities! There are also other requirements to meet before the certificate will be issued.
The first candidate has been familiar with family offices since birth. His mentor concurs that he possesses the right profile to complete the certificate, as the idea was developed during our discussions and one particular conversation with a friend.
We are pleased to confirm that the first candidate is my firstborn. He has read our published book and heard many of my stories about the LuciaDeKlein Platform and family offices. He is fluent in three languages, has a passion for business and finance, and shows interest in the legal field. He is currently enrolled at a local university. He has access to dual citizenship (not a requirement), but it will assist!
After completing the certificate (which can be shorter than twelve months, depending on the applicant), we plan to support those seeking internships. If you would like to be added to our distribution list for updates or wish to include a name on the application list, please get in touch with info@luciadk.com.
We will allocate a LuciaDeKlein identification number to each successful candidate.
Launch Date: for the first applicant
May 2, 2025
Item for discussion at the International Family Office Summit
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Identifying Single Family Office Solutions

Identifying Single Family Office Solutions

Many single family offices are set up through automated or semi-automated processes, often without careful thought or design, resulting in a default setting.

The advisory industry has matured in certain countries, enabling families to sidestep this common trap.

A designer approach can save time and resources while alleviating stress for the family’s advisory teams, allowing them to focus on their primary responsibilities and objectives.

Advisory teams must be trained to identify families that could benefit from establishing a single family office solution or other options to enhance their family wealth story. It is crucial to understand the various solutions available and to know when to take action, where to go, and when to start.

 
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News

We Are Cautiously Optimistic.

We are cautiously optimistic.

We recognize when to act and when to provide space.

We understand when to trust and when to step back.

We choose not to judge or take sides. Instead, we act with a vision to foster better outcomes for generational success.

We understand shallow pleasures are fleeting, but a meaningful legacy endures beyond shortsightedness.

 

General Disclaimer:
All content is for informational purposes only and does not constitute legal, tax, investment, or professional advice.
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News

Impact Investing : Let’s Make It Happen

Impact Investing Let’s Make It Happen

Currently, over $10 trillion in wealth is managed by families, with an estimated $124 trillion expected to be passed down from Boomers to Gen Xers, Millennials, and Gen Z in the next two decades.

This shift will influence how wealth is managed, as families increasingly strive to align their investments with their values.

Unlike institutional investors, families can quickly respond to social and environmental issues.

This has led to a transition from traditional charity models to strategic philanthropy, which focuses on long-term systemic change rather than just immediate assistance.

For instance, supporting early childhood education programs instead of simply donating supplies. 📚✨

Impact investing, where investors aim to achieve both social/environmental impact and financial returns, has gained traction, with over $1 trillion invested globally.

According to the Global Impact Investing Network (GIIN), key characteristics of impact investing include intentionality for social impact, financial returns, impact measurement, and varied financial expectations.

Many investors report that their portfolios have met or exceeded expectations regarding both impact and returns. 📈💪

Linda Sacks and Kate Rees help family offices, ultra-high-net-worth families and advisors optimize their wealth for social, environmental, and financial benefits. 🤝🌱

We want to thank Linda Sacks for the note.

General Disclaimer:
All content is for informational purposes only and does not constitute legal, tax, investment, or professional advice.
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News

Announcement: Advocate Saninke du Rand Summit Invite

Advocate Saninke du Rand Summit Invite

It is an honor to extend an invitation to Advocate Saninke du Rand for our upcoming summit.

 

Our founder Anne Klein initially met Advocate Saninke du Rand through a private property matter, which led to the discovery of their shared interests in family offices and family enterprises.

 

Advocate Saninke du Rand is passionate about environmental, social, and governance (ESG) principles, essential for advancing business sustainability.

 

Family enterprises play a significant role in promoting ESG because of their long-term vision and established values.

 

During the summit, she will also share her insights and experiences from participating in the Mrs. South Africa 2025 contest.

 

Her designer outfit will reflect her vision for her family, life, and career.

 

Inspired by the authenticity of her personality, the outfit will feature unique designs that drape effortlessly, creating a silhouette that mirrors the energetic character that Advocate Saninke du Rand portrays.

 

She has a keen interest in various social matters, extensive knowledge of the legal field, and a passion for education.

 

Please welcome Advocate Saninke du Rand to the summit!
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News

Education & the Mobile High-Net-Worth Family

Education & the Mobile High-Net-Worth Family

High-net-worth families relocate for numerous reasons, including to provide their children with access to prestigious education institutions and the consequent opportunities these afford.

 

Sometimes the family moves as a unit; other times individual children move abroad, particularly for tertiary studies.

Even when other factors motivate relocation, UHNW families will very often factor education into their choices and decisions.

Relocation of the whole or part of the UNHW family therefore necessitates not only the typical tax restructuring to optimise wealth management, but also knowledge of the schooling/university system of the country to which the move is being made, as well as an understanding of the complexities and requirements of navigating the selection and admissions process.

 

In addition to her extensive tax structuring experience for multinational high new worth individuals and families, Linda Sacks has worked with one of the top university admissions’ consultancy firms in offering personalised services to potential students to assist them in enrolling in the university of their dreams.

 

 

#HighNetWorthFamilies #Education #Relocation #TertiaryStudies #WealthManagement #TaxRestructuring #UniversityAdmissions #GlobalEducation #LindaSacks #PrestigiousInstitutions #FamilyRelocation #PersonalizedServices #EducationConsultancy #UHNW #Opportunities #StudyAbroad
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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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News

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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