Private Client Holdings

Overview

Private Client Holdings says it follows a Family Office approach, coordinating wealth management, asset management, financial services, fiduciary services, cash management and risk management through six specialist divisions. Its family office service supports long-term planning, routine transactions, administration and consolidated wealth coordination for high-net-worth families.²

History

The firm was founded in 1990 as a corporate tax consultancy practice and developed into a full-spectrum asset and wealth management company and Family Office.³

Leadership

Grant Alexander and Andrew Ratcliffe, CFP®, are directors. Sarah Love, CFP®, FPSA®, TEP, leads Private Client Trust; Mark MacSymon, CFP®, leads Private Client Wealth Management; and Leith Wimble, CFA®, leads Private Client Asset Management.⁴

Services

Private Client Holdings provides wealth management, portfolio and asset management, tax and accounting, estate planning, trust formation, estate administration, cash management and foreign exchange.²

Its financial services team works with individuals, partnerships, trusts, close corporations and companies on tax planning, accounting, payroll, bookkeeping, VAT, PAYE, UIF, SDL, financial statements, business valuations, advisory services, corporate benefits and auditing.⁵

What the firm offers

• Investment management
• Tax planning
• Estate planning
• Trust and fiduciary
• Administration and bill pay
• Risk and insurance
• Business owner services

Client Focus

The firm’s family office service is designed for high-net-worth families seeking coordinated support across planning, administration, transactions and wealth management. Its financial services also extend to a range of personal, partnership, trust and corporate structures.²

Approach

Private Client Holdings reports that its wealth managers work with clients to define their goals, supported by specialists in tax, asset management, fiduciary services, risk management and cash management. Private Client Asset Management describes its investment philosophy as client-first, independently reasoned, diversified and focused on long-term value creation.⁶

Regulatory Status

The firm publishes that Private Client Holdings is an authorised Financial Services Provider with FSP 613. It also identifies Private Client Asset Management as FSP 39978 and Private Client Wealth Management as FSP 39979.⁷

FAQs

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Sources

1. Private Client Holdings, Who We Are
2. Private Client Holdings, Private Wealth Management
3. Private Client Holdings, Company history
4. Private Client Holdings

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.