Foundation Family Wealth is an independent financial planning and wealth advisory firm serving individuals and families across South Africa, with offices in Johannesburg and Cape Town. Since 2012, the firm has advised more than 200 families and oversees R4.3 billion under advice. Its work is designed for people managing complex financial lives and significant long-term responsibilities, including retirement, business sales, inheritance and planning across generations.

Foundation offers holistic financial planning that connects wealth decisions to clients’ lives, families and goals. Its services include financial planning, investment strategy and portfolio oversight, tax planning and structuring, scenario and retirement planning, and estate and legacy planning. Investment advice is shaped by clients’ plans, risk profiles and long-term needs, using asset allocation and a blend of active and passive strategies.

The firm describes its approach as grounded in technical expertise, institutional memory and long-term partnership. Foundation is privately held, does not sell products or earn commissions, and says clients pay for advice focused on their best interests.