Category: News

We are thrilled to announce that Ms. Shelly Wilson is joining the LuciaDeKlein Advisory Club as our new Fractional Business and Sales Executive!

Shelly is a genuinely dynamic and ambitious professional who has played an instrumental role in launching three successful start-ups.

With her international experience, she has gained invaluable insights into the UK markets through her work at renowned institutions like Morgan Stanley Investment Bank, Dresdner, and the London Stock Exchange.

Her deep understanding of offshore markets drives her strong commitment to supporting clients’ international property investments, ensuring a smooth and enriching experience.

Recently, Shelly has expanded her expertise to the foreign exchange industry, where she has skillfully helped individuals and businesses navigate the complexities of transferring funds into and out of South Africa.

Her passion for growth and client success shines brightly, and she is eager to explore new local and global opportunities within our family office and private client landscape.

Additionally, Shelly has just finished reading Anne Klein and Brian DeLucia’s book, “Switching Billion Dollar Conversation Lines, Family Offices, and Multi-Generational Success,” and she can’t wait to apply her newfound insights to foster engaging and meaningful discussions in her role.

We’re excited to welcome Shelly to our team and look forward to the incredible contributions she will bring.

#LuciaDeKlein #AdvisoryClub #FractionalExecutive #BusinessDevelopment #SalesStrategies #StartupSuccess #GlobalMarkets #InternationalInvestments #PropertyInvestment #ForeignExchange #ClientSuccess #FinancialServices #PrivateClient #FamilyOffice #GrowthOpportunities #Networking

Here’s a selfie as evidence!

For professionals in the family office industry, private wealth management, fiduciary roles, or related fields, planning business trips to South Africa in 2025, and visiting a foreign country can be exciting and challenging.

It’s essential to be aware of some common hurdles you might encounter along the way:

Cultural differences often lead to varied communication styles, resulting in misunderstandings if not managed carefully.

What’s considered polite in one culture might come across differently in another, so it’s crucial to familiarize yourself with local customs and etiquette.

Additionally, jet lag and time zone changes can sap your energy and impact productivity.

Navigating public transportation or renting a car in an unfamiliar city can be overwhelming, too.

It’s also wise to be informed about local business laws and regulations to avoid legal complications.

Last-minute meeting cancellations or misunderstandings in scheduling can leave you feeling stranded.

Misaligned meetings can waste valuable resources.

Some challenges might include uncertainty about how to tap into professional networks, which cities are best to visit, when to schedule your trip to align with industry events, or how to gather your audience effectively.

If you’ve visited South Africa before, you know that flexibility and adaptability in new situations are essential.

It’s also helpful to have a few reliable contacts and backup plans ready if things don’t go as planned.

We’re here to help you gain insights into the industry culture, customs, and business practices.

Our team can provide guidance that aligns with your business goals, assist with pre-visit introductions, and help organize planning sessions.

We can also generate awareness on our website regarding your visit, contribute to a write-up, and provide post-visit feedback.

Building relationships with local contacts who can offer valuable insights and support is key.

Here’s feedback from a foreign professional we assisted:

“As 2024 comes to a close, I want to extend my heartfelt thanks for your role in my journey in South Africa. From my first visit to my sixth in November 2024, this country has become a second home, playing a vital role in my personal and professional development.” – Chris M.

Preparing in advance and being mindful of these potential challenges can make your business trip smoother and more successful.

We are here to help whether you need last-minute support or long-term planning.

Please feel free to contact us to discuss how we can help make your visit impactful.

Whether you’re a first-time visitor or a returning one, please feel free to chat.

Wishing you safe travels!