Celebrating 25 years

Read about our history

Succession Planning

Supporting family-owned businesses

Get financial advice

Plan for your business to be around for generations to come

We’re sure that you would like to create a family business that lasts for generations to come.

However, it’s rare for family-owned businesses to remain up and running for that long. You can increase your chances of creating a legacy your family can be proud of long after you are no longer around by doing some careful succession planning.

Holborn Assets can help you identify who would be best placed to continue in your place at the helm of the business once you have retired or if you are unable to continue working because you become disabled or die.

Ready to chat with
a specialist?

Get started

Reviews of Holborn Assets

You may also be interested in

South Africa’s Tax Implications for Expats

Understanding South Africa’s Tax Implications for Expats

If you’re a South African expatriate or planning to work overseas, navigating the world of taxes can feel overwhelming. South Africa’s tax laws are unique, and understanding your obligations is...

Read more
How to Maximise Returns with Tactical Asset Allocation

How to Maximise Returns with Tactical Asset Allocation

Investing can feel like a game of chess—you must plan ahead while staying agile enough to adapt to changing conditions. That’s where Tactical Asset Allocation (TAA) comes in. If you...

Read more
Differences Between Retirement Annuities and Living Annuities

Key Differences Between Retirement Annuities and Living Annuities

Planning for retirement is one of the most important financial decisions you’ll make. You’ve likely heard about retirement annuities (RAs) and living annuities (LAs) in South Africa. While they might...

Read more

6 Types of Portfolio Management Styles You Should Know

Managing your local and international investments can feel like a daunting task, especially with so many options available. But understanding the different portfolio management styles can make all the difference...

Read more