Individuals & Families

Individuals and Families

We are available to provide you with personalized wealth management solutions

As an InvestCorp client, you have access to your professional advisor throughout your investment journey. We are always available to provide with personalized wealth management solutions. We understand that your personal situation and the direction of your goals may change over time, thus we constantly monitor your portfolio to enable us make adjustments to suit them.

Growing Your Wealth

Your life goals, modest or ambitious, have financial implications. As times change, life itself may …

Protecting My Assets

The process of wealth creation typically involves a lot of sacrifices; your hard work to earn an income, …

Planning My Retirement

You seek to either maintain or improve the quality of your current lifestyle after retirement and …

Transitioning My Wealth

Growing your wealth and protecting your assets help you to establish control. But what happens after …

Talk to an Advisor

Our professional investment advisors are available to listen to what your needs are and help you to …

ICARP

The InvestCorp Client Appreciation and Reward Program (ICARP) provides our premium clients …

Family Office Solutions

Preserving and growing wealth across different generations

Our family office solutions help you preserve your wealth and keep your family legacy for generations. We have built key relationships in varied critical areas to strengthen the technical expertise and quality of our service to you. Our family office services include tax management, insurance planning, endowment planning, bequests to charity and corporate finance and advisory for family-owned businesses.

For family assets that include businesses, we help with putting together a succession plan. This is critical to the smooth transition and continuity of the family business. We believe that having the right structures in place can makes succession planning less stressful.

With our family office services, we provide an integrated and holistic focus to managing your wealth and building a stronger relationship with you.

Preserving and Growing Wealth across Different Generations

Your life goals, modest or ambitious, have financial implications. As times change, life itself may …

Investment Management

Investment management under our Family Office services involves providing you with a varied …

Financial Planning

Good financial planning provides a solid basis for a successful wealth management …

Administration

The complexities and structures of family assets require active monitoring and the right …

Philanthropic Initiatives

Certain social challenges may lead you to begin to ask how you can use your wealth to make …

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The process of wealth creation typically involves a lot of sacrifices; your hard work to earn an income, the perseverance in building your own business and watch it thrive etc. Your hard-earned money should be preserved in order to sustain your wealth and better safeguard your future. We are here to help you consolidate your assets at every point in time and provide strategies to protect your money against inflation, market downturns, currency depreciation and other losses.

You seek to either maintain or improve the quality of your current lifestyle after retirement and this is particularly critical because of the challenges the period comes with. Keeping a future-focused investment is to first, support your pensions and second, to prepare you for the second phase of retirement – old age.

Our team of professionals engage you on your retirement goals and spending needs to advise you of how much you need to have, to retire comfortably.

We help you understand how factors such as the period to retirement and the sources of retirement income affect the quality of your retirement. Retirement is not optional so we pay attention to it and ensure that you have a structure that is suited for your goals.

Growing your wealth and protecting your assets help you to establish control. But what happens after you are gone and have no control?

Estate planning ensures that your wealth is appropriately distributed in a way that retains your control over your property.

Our Professionals will help you plan your estate and determine what you want to do with your wealth; bequeathing to individuals, institutions or charity, sale of property and redirection of funds etc. You can engage us on writing your will and planning the allocation of your inheritance as well as defining / updating your retirement account beneficiaries.

The InvestCorp Client Appreciation and Reward Program (ICARP) provides our premium clients with additional benefits for choosing us.

In addition to appreciating your financial objectives and providing you with customized portfolio management services, we have entered into strategic partnerships to enable you enjoy varied lifestyle benefits in areas of healthcare, beauty, wellness, automobile care, fine dining etc.

ICARP beneficiaries receive unique identification cards that afford them certain benefits when presented at any of our partnered institutions.

Let us continue to create wealth together!

Your life goals, modest or ambitious, have financial implications. As times change, life itself may throw varied complexities your way. For this reason, our wealth professionals are committed to helping you visualize a financial arrangement that best suits your current needs and plans for the different phases of your life.

We strongly believe that you should remain focused and invest appropriately so we

1. Take you through a detailed discussion of your goals
2. Present to you the options and opportunities available per your unique needs, risk tolerance, time horizon and liquidity needs
3. Construct a customized investment plan for you

Investment management under our Family Office services involves providing you with a varied table of investment opportunities covering a broad range of assets to suit various investment objectives, horizon and risk preference. Investment portfolio are built from of multiple asset classes such as currencies, exchange traded funds, private equity, real estate funds, emerging market mutual funds, frontier market bonds, pan-African listed equities, Eurobonds, etc.

Good financial planning provides a solid basis for a successful wealth management. The decisions you take affect your family’s net worth. In helping you plan your finances we take into consideration;

1. The sources of your income and the level consistency in the timing and the amount

2. Your expenditure, and an analysis to identify your main cost center

3. Simulations of expected income and expenditure

We help you to appraise your current financial situation with budgeting. We help you identify areas you can cut expenditure where necessary, align expenditure in order to support / improve the expected level of profitability of your family business or the family’s wealth. We encourage you to thoroughly plan your finances and set you on the road to great wealth management experience.

The complexities and structures of family assets require active monitoring and the right systems to manage them in line with the goals and family aspirations. Our services as an administrator of your family office ensures that you receive regular and consistent reports on your assets and the assurance of an optimally-structured family assets.

Certain social challenges may lead you to begin to ask how you can use your wealth to make some kind of impact. This usually happens when you have made significant headway in building your wealth as you expected.

We are here to help you answer the questions “how can I help? How can I leave a legacy in the area? How do I want to be remembered? What should this family be known for?”

We believe that you should be able to achieve whatever you want to achieve with your wealth; therefore, we discuss this with you and provide some guidance on how best to go about them. We help you develop a strategic plan on the focus of your philanthropic interests. Whether it is a portion of your monthly / annual interest or a percent of your wealth that you want to dedicate to support that social challenge, you can talk to us.

Our Professionals will extend the conversation to cover the cost and tax implications of what you want to do and where necessary, advice on what charity projects your financial circumstances can best be suited for in the area you are interested in.

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