What are the opening hours?

Monday 08:00 - 17:00 Tuesday 08:00 - 17:00 Wednesday 08:00 - 17:00 Thursday 08:00 - 17:00 Friday 08:00 - 17:00

Family Wealth Custodians

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Family Wealth Custodians

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Guiding families through every stage of their wealth journey with tailored, trusted advice. Secure your family's future with us.

Family Wealth Custodians (Pty) Ltd is an authorised financial services provider, FSP no 52843. Our Clients' Best Interests Come First

At Family Wealth Custodians, we believe your family's greatest wealth is each other. As an independent family wealth management company, our mission is to guide families through every stage of their wealth management journey with bespoke services tailored to your unique needs.

22/10/2026

Building wealth is one thing. Protecting it is another.

Many people spend decades working hard to accumulate wealth, but overlook how taxes, investment structures and estate planning can affect what they ultimately keep and leave behind.

Good financial planning isn't just about growing your money. It's about making informed decisions that protect your financial future and provide security for the people who matter most.

Because true wealth isn't only measured by what you accumulate, but by what you preserve and the legacy you leave behind.

20/10/2026

5 Signs You’re Ready to Retire and What Waiting Costs

To watch our latest full video, click the Linktree link in our bio.
To book a complimentary Exploration Call, visit the Family Wealth Custodians website and click Get Started.

12/10/2026

What Can Your Wealth Really Support?

To watch our latest full video, click the Linktree link in our bio.
To book a complimentary Exploration Call, visit the Family Wealth Custodians website and click Get Started.

08/10/2026

Retirement Annuity Alternatives - Build a Smarter Investment Mix

To watch our latest full video, click the Linktree link in our bio.
To book a complimentary Exploration Call, visit the Family Wealth Custodians website and click Get Started.

06/10/2026

To watch our latest full video, click the Linktree link in our bio.
To book a complimentary Exploration Call, visit the Family Wealth Custodians website and click Get Started.

06/10/2026

A proud moment for Family Wealth Custodians. 👏

Three of our own - Cam Sondlo, George King and Hugo Kloppers - have been recognised among Citywire South Africa’s Top 50 Independent Financial Advisers for 2026.

A fantastic achievement and well-deserved recognition of their commitment to our clients and their families.

Congratulations, Cam, George and Hugo. We’re proud to have you as part of the Family Wealth team.

05/10/2026

No Capital Gains Tax When Ownership Passes at Death

To watch our latest full video, click the Linktree link in our bio.

To book a complimentary Exploration Call, visit the Family Wealth Custodians website and click Get Started.

02/10/2026

“Cash in the bank feels safe. But when tax takes 45%, safe can become very expensive.”

Holding large amounts of cash may feel like the conservative choice, especially in retirement. But for higher-income investors, the tax consequences can quietly become significant.

In our latest video, we look at a fictional retiree with more than R30 million and explore how different investment structures could potentially improve his overall tax position.

It’s not just about investment returns. It’s about what you keep after tax.

▶️ Watch the full video on our Family Wealth YouTube channel.

🎧 Prefer to listen? The Family Wealth Podcast is available on Spotify, Apple Podcasts and your favourite podcast platform.

Educational content only. Not financial or tax advice.

30/09/2026

🎙️ The Family Wealth Podcast is officially LIVE!

At Family Wealth, we believe that your family is your greatest wealth and that financial planning is about much more than just money.

Over the past few years, we've had the privilege of building an incredible community on YouTube, sharing practical insights on retirement, investing and financial planning.

Now, we're making those conversations even easier to access.

Whether you're driving to work, going for a walk, exercising or simply prefer listening to watching, you can now enjoy our content wherever life takes you.

Alongside our existing financial education content, we'll also be introducing new conversations and interviews with interesting people about money, business, family and life.

🎧 Now streaming on Spotify, Apple Podcasts and your favourite podcast platforms.

Search for Family Wealth, follow the show and join us as we continue helping South Africans make informed financial decisions.

Because wealth isn't just about the money you accumulate. It's about the life you build and the people you share it with.

23/09/2026

We spend so much time preparing financially for retirement that we sometimes forget to prepare for retirement itself.

What will your days look like?

Where will you live?

What will you do?

Who will you spend your time with?

What experiences do you still want to have?

Because retirement isn’t a financial plan.

It’s a life plan that needs money.

Your investments are there to support the life you want to live - not become the purpose of retirement.

Yes, know your numbers. Make sure your plan is sustainable. Protect yourself against the unexpected.

But once you know you’re on track, don’t make the mistake of saving too much life for later.

The goal was never simply to retire with the biggest possible investment account.

The goal is to use what you’ve built to look after yourself, protect your family, and enjoy the life you worked so hard to create.

What does a good retirement look like to you?

Address

1st Floor, Polo Pavilion Offices, Val De Vie Estate, 1401
Paarl
7646

Opening Hours

Monday	08:00 - 17:00
Tuesday	08:00 - 17:00
Wednesday	08:00 - 17:00
Thursday	08:00 - 17:00
Friday	08:00 - 17:00

Telephone

+27212035304

Website

http://www.familywealth.co.za/, https://linktr.ee/familywealthcustodians

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