Episode Description
Anne Klein shares on Holistic Family Offices
About: Her extensive qualifications underpin Anne's professional journey. She holds B Juris and LLB degrees and is a non-practicing attorney, notary, and conveyancer. Her qualifications include a Certificate in Advanced Trust Law from the University of Pretoria, an Estate Duty course completed under Mrs. Ina Marx's leadership, and a QFOP certificate (Qualified Family Office Professional) from the Family Office Club, USA. Since the 1990s, Anne's career has been a unique journey, marked by her adaptability and versatility in serving private clients. Her path, which began as a prosecutor for the Department of Justice and an examiner for the Master of the High Court, has led her to diverse roles at one of the oldest law firms in South Africa, an international audit firm, a global multi-family office, and a South African bank, and eventually starting her own Private Office. Her deep passion for philanthropy drives her work, as evidenced by her recent contribution to a worldwide industry publication on family philanthropy. Anne's commitment to the industry is steadfast. She has been involved in several groundbreaking initiatives throughout her career, including initiating a global industry event with a US/SA lawyer to create awareness about the introduction of FATCA. In April 2024, she took a leap of faith. Her Private Office focuses on creating aligned solutions for the industry with a focus on producing more intergenerational families. Her keen passion for Family Offices and commitment to supporting the industry are evident in her every endeavor. Anne's contributions to industry publications are significant. She contributed to "The Practical Guide for Wealthy Families and Family Offices" by Paul Roper, Ian Murphy, and Nicky Dewar. She has co-authored "Switching Billion-Dollar Conversation Lines: Family Offices and Multi-Generational Success” with Brian DeLucia and is the sole author of "The Nine Golden Keys: Estate Planning Keys for Dynamic Families."