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White Rock SA

Summary

About the company

White Rock SA is an independent wealth advisory firm that assesses personal and family needs, designs strategic family-wealth plans, and selects and coordinates specialist service providers. The firm conducts due diligence and negotiates fees on behalf of clients and does not manage financial assets, focusing solely on advisory services.

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Products & services

Industry:Financial Services

✓ Offered3

Wealth management advice

Wealth management advice, analysis of personal and family needs, development of tailored solutions and customized strategic wealth plans.

Family strategic wealth planning

Strategic wealth plans for families, protection of assets, sustainable growth of wealth and transfers of wealth, of the family business and of values to the next generation.

Coordination of wealth management specialists

Selection of specialists and experts, coordination of their interventions and follow-up using a due diligence approach and objective judgment.

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White Rock SA

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White Rock SA

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