A Family Office Experience
We work closely with each family to create a customized plan and provide holistic financial advice around investments, retirement, estate, insurance and tax planning where we aim to offer a true outsourced family office experience, with Privado as your trusted family advisor.
About Us & Our Story
Privado Wealth is an independent financial advisor
Offering private wealth and investment management services to high-net-worth private clients, families and their businesses.
As an independent financial advisor & investment manager, we are not tied agents, but rather able to manage portfolios without bias and influence, therefore always acting in the best interest of our clients without any conflict of interest, where we have access to several platforms and fund managers.
We work closely with each family to create a customized plan and provide holistic financial advice around investments, retirement, estate, insurance and tax planning where we aim to offer a true outsourced family office experience, with Privado as your trusted family advisor.
High net worth investors have unique goals and often require bespoke solutions that go beyond conventional investment management and traditional brokers or banks, which varies from portfolio construction, to intergenerational wealth planning and global tax structuring through our dedicated team and network of professionals. Through a strategic partnership with Graviton we form part of a group of independent financial advisors, referred to as Graviton Partners, where we collaborate with each other for compliance oversight, fund administration services, the leveraging of institutional scale for superior pricing power and operational efficiencies, and finally financial backing for our investors and financial advisors through Sanlam Investments
Our Manifesto
The Core Pillars
Our manifeso serves as a foundational statement that encapsulates our company’s core values, vision, and guiding principles. It is designed to:
Clarify Company Values, Establish Brand Identity, Build Trust with Clients that cultivate transparency and confidence, Create a Strong Company Culture to unify the team by aligning them with shared values, ensuring pride in our company’s mission and a cohesive approach to achieving its goals. It serves as a guide to our the Long-Term Strategic framework for decision-making, ensuring Privado Wealth remains focused on its core purpose and strategic vision as our company evolves.
CRAFT
We approach with precision and care, crafting bespoke strategies that are as unique as each client we serve.
AUTHENTIC
We believe in being authentic in our dealings, ensuring transparency and sincerity in every aspect of our work.
LEGACY
We are dedicated to building and preserving legacies, ensuring wealth extends beyond a lifetime, impacting future generations.
SIMPLICITY
We value clarity and simplicity in our approach, ensuring our clients feel confident and informed at every stage of their financial journey.
PIONEER
We embrace change and innovation, always seeking forward-thinking solutions that redefine the future of wealth management.
STEWARDS
We value clarity and simplicity in our approach, ensuring our clients feel confident and informed at every stage of their financial journey.
ELEVATE
We hold ourselves to the highest standards, continuously striving for excellence in every decision, relationship, and outcome we create.
COLLAB
Always working closely with our clients and their families to align their wealth strategies with their values and aspirations.
Start Your Journey Today, are you ready
To fully live in the present while securing a legacy for future generations.