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private wealth management and investment advisory servicesPrivate Wealth Management and Investment Advisory Services is a very specialised service that refers to the in-depth planning, preserving and growing of the wealth of our wealth generating families. As global wealth has increased, and Le Roux Global Family Office has taken a more hands-on approach with the management of the private wealth of our families and with the responsibility for managing our own financial resources. This is where Le Roux Global helps our individual families to seek the benefits as well as navigating the complexities of the current financial markets. Helping Our Families Realize Their Vision with expert customised advice, with a personalized approach, and first-class hands-on service from Le Roux Global Private Wealth Management team. The main goal is to preserve and grow family financial and social capital so that our families can have the greatest positive impact for the future generations. | WEALTH AND PURPOSEWe shape the purpose and passions of our wealth generating families by developing a deep sense of understanding of their purpose and future. By understanding the dreams, purpose, goals and passions of our families and their wealth generating businesses. Le Roux Global uses its particular expertise and experience in risk optimization by developing and deploying integrated wealth and investment management strategies, with our various families to manage risk and successfully navigate challenges of this changing world. |
PRIVATE WEALTH MANAGEMENT SERVICESPrivate Wealth Management Services have become increasingly necessary as an in-house function due to the growing demand for specialised services that cannot be obtained with one single provider. It is therefore that Le Roux Global Family Office has decided to bring these functions back under the umbrella of the family office as one single provider. The diverse asset portfolios demand the expert advice from various sectors and the resources was made available to our families within the structures of Le Roux Global Family Office. With the challenges the world was and still is facing a hands-on approach has become increasingly necessary to ensure portfolios received very close observation on a daily/weekly basis. | PRIVATE INVESTMENT ADVISORY SERVICESOur private investment advisory service assists our wealth generating families with the advisory support to make their own informed decisions. Our families have access to the wide range of well experienced staff and with the expertise of our in-house investment specialists and advisors, that is the basis of well-informed investment decisions. Le Roux Global assist our families with proactive investment ideas and proposals to guide them in their decision-making process, quickly and efficiently. We offer our families with regular and transparent updates on all portfolios, performances, and sustainability aspects of their investments. As a Multi-Family Office with active participating families, we provide them with tailored personalized advice, develop long-term investment strategies, monitor portfolios, and recommend the most promising investment opportunities. |
WEALTH PRESERVATION PLANNING
With a rapidly changing world Le Roux Global was forced to introduce many changes and Le Roux Global Family Office became more visible amongst the leading Global Family offices in the world. With all these changes it become increasingly important to manage the future strategies of our participating families for the benefit of our future generations.
While during the 1900’s most wealthy families shift their focus to banks and insurance companies to manage family generational wealth which created a market trend to break up family wealth into smaller portions and for smaller families to place their assets in control of banks, insurance companies, asset managers and single brokers. This became very profitable for these companies to manage the wealth of these families. This resulted in family wealth depleted and families failed to do any future planning of portfolios and family wealth was left in the hands of banks and insurance companies with no future planning or succession planning in place.
With the challenges the world is currently facing in the global banking industry and with failures of businesses crippled with investment fraud, this has motivated Le Roux Global to ensure our families adopted a hands-on approach and manage our own financial affairs to ensure we preserve the future legacy of our families. Le Roux Global focuses on the sustainability for the benefit of future generations.
Unfortunately, the financial world has become extremely volatile and unstable, over regulated and banks struggle with liquidity to stay afloat. It is therefore that Le Roux Global as a Multi-Family Office has shift its focus to provide family office services to our associated and directly related families.