Wealth Management Services | South Africa

Kingston Wealth is a boutique wealth management firm that specialises in providing offshore solutions that are tailored to meet the needs of affluent individuals, families and businesses.

Based in Umhlanga, near Durban, Kingston Wealth is one of the best service providers and is perfectly equipped, highly experienced and ready to help.

From financial planning, through estate succession planning, investment management, insurance, citizenship and residency by investment, property and company formations, we have everything you need and more.

Please view our services below:

Financial Planning

(Retirement & Tax Planning)

Kingston Wealth specialises in comprehensive financial planning, offering expert guidance in retirement, tax and education fee planning. We are dedicated to simplifying financial management and creating personalised strategies to help you achieve your goals. For retirement planning, we will work closely with you to determine your retirement needs, develop savings goals, and create a tailored investment strategy to build a secure nest egg for your future. We help our clients with tax planning by using the full potential of offshore solutions. We offer expertise in international tax laws, establish offshore entities, and provide guidance on compliance and reporting. Our services aim to optimize tax efficiency and minimize liabilities.

Estate & Succession Planning

(Generational Wealth Transfers, Offshore Trusts)

Kingston Wealth offers invaluable assistance in estate planning through the utilization of offshore solutions. With our extensive knowledge of international laws and expertise in offshore jurisdictions, we can guide our clients in establishing and managing offshore structures to maximize the benefits of estate planning. By leveraging the advantages provided by these structures, such as tax efficiency, asset protection, and privacy, Kingston Wealth ensures that clients' assets are safeguarded and efficiently transferred to their chosen beneficiaries. Our team of professionals provide tailored solutions, considering the clients' unique circumstances and goals, while ensuring compliance with legal and regulatory requirements. With Kingston Wealth's expertise clients can effectively protect and preserve their wealth for future generations.

Investment Management

(Portfolio Management, Alternative Investments)

We excel in assisting clients with investment management by providing a comprehensive range of options from our truly unmatched partner network. This has been put together from years of work creating relationships with the world’s top fund managers and institutions. All strategies are tailored to each client’s financial goals and risk tolerance. Kingston Wealth goes beyond traditional investment options and offers alternative investments. These alternatives include asset classes such as Fixed Income Bonds, Private Equity, Real Estate, Fine Art and more. By diversifying clients’ portfolios with alternatives, Kingston Wealth helps them access unique opportunities for potentially higher returns and reduced correlation to traditional markets. With our deep understanding of alternative investments and their associated risks, we ensure clients can explore and capitalise on these alternative avenues to optimize their portfolios.

Insurance

 (Local & International)
We are dedicated to providing comprehensive insurance solutions that are local or international. With our extensive network and partnerships with reputable insurance providers, we offer a wide range of insurance options tailored to meet individual needs. Whether clients require coverage for life, health, property or other types of insurance we can navigate the landscape around the globe to provide a suitable policy. Kingston Wealth ensures that clients have access to the right coverage, regardless of their geographical location or specific requirements.

Citizenship & Residency by Investment

Kingston Wealth offers a comprehensive service in providing residency and citizenship by investment to clients. Through our expertise in global investment migration programs, we assist individuals and families in navigating the complex process of obtaining residency or citizenship in foreign countries. Kingston Wealth works closely with clients to understand their specific needs and goals, guiding them through various investment options available in different countries. These options may include real estate investments, business investments, among others. By leveraging our network of legal and financial professionals, Kingston Wealth ensures that clients receive accurate guidance and support throughout the entire application process. Our goal is to help clients achieve their desired residency or citizenship status, unlocking new opportunities for personal, professional, and lifestyle benefits in their chosen destination.

International Property

Kingston Wealth caters to client’s bricks and mortar needs by offering a range of international property investment opportunities. With our extensive knowledge of global real estate markets, we provide individuals with access to exclusive property investments in prime locations around the world. Whether it's luxury residences, commercial properties, or development projects, Kingston Wealth curates a portfolio of international property options that align with clients' investment objectives. Our team conducts thorough due diligence and market analysis to identify lucrative opportunities that offer potential capital appreciation and rental income. By leveraging partner our network, Kingston Wealth assists clients in diversifying their investment portfolios through international property investments, unlocking the potential for long-term wealth growth and global market exposure.

International Company Formation

We can assist clients with forming companies overseas, offering comprehensive services to streamline the process. Our expert team guides clients through the intricacies of company formation in various jurisdictions, ensuring compliance with local laws and regulations. We provide guidance on selecting the most suitable jurisdiction based on clients' specific requirements, such as tax advantages, legal frameworks, and business environment. Our services encompass entity registration, obtaining necessary permits and licenses, drafting corporate documents, and establishing a solid foundation for overseas business operations. By leveraging our expertise and global network, we help clients navigate the complexities of forming a company overseas, providing them with the confidence and support they need to expand their business internationally.