Inside the World of Private Wealth and Family Offices

In this episode of Capital Alchemy, host Lerato chats with Anne Klein from LuciaDeKlein Private Office. Anne shares her extensive career journey, starting in the 1990s with the Department of Justice, working in various law firms, financial institutions, and family office environments. 

They delve into the concepts of family offices, the differences between single and multi-family offices, and the importance of family governance. Anne emphasizes the necessity of having the right advisors and structures in place for successful generational wealth transfer. They also discuss Anne's book, 'Switching Billion-Dollar Conversation Lines,' and its aim to align conversations between families and advisors. The episode highlights the rising role of women in family offices and the significance of structured philanthropic efforts. 

Disclaimer: The views, thoughts and opinions expressed within this podcast are those of the author, and not those of any company within the Capital International Group (CIG) and as such are neither given nor endorsed by CIG. Information in this podcast does not constitute investment advice or an offer or an invitation by or on behalf of any company within the Capital International Group of companies to buy or sell any product or security or to make a bank deposit. Any reference to past performance is not necessarily a guide to the future. The value of investments may go down as well as up and may be adversely affected by currency fluctuations. CIG, its clients and officers may have a position in, or engage in transactions in any of the investments mentioned. Opinions constitute views as at the date of publication and are subject to change.

Regulated investment activities are undertaken by Capital International Group Limited's licensed member companies. Capital International Limited and Capital Financial Markets Limited are licensed by the Isle of Man Financial Services Authority. Capital International Limited is a member of the London Stock Exchange. CILSA Investments (Pty) Ltd (FSP No. 44894) trading as Capital International SA, is licensed by the Financial Sector Conduct Authority in South Africa. All subsidiary companies across both jurisdictions are represented under the Capital International Group brand.