Future capital
Investment policy, liquidity and long-horizon allocation.
Independent financial advisory / coordinates 026
Wealth is a landscape, not a dashboard.
Lattice House helps families and founders see how today’s choices change tomorrow’s options. Advice is mapped spatially so competing priorities remain visible together.
02 / About
Advice should leave you with a clearer map, not a thicker folder.
We coordinate investment, estate, tax and business-transition conversations without pretending one discipline can answer everything.
Each engagement begins by locating obligations, ambitions and non-negotiables on the same page. The result is a decision system the family can actually revisit.
03 / Advisory territories
Four territories. One map.
Family continuity
Succession, estate coordination and intergenerational planning.
Business transitions
Exit readiness, concentrated wealth and post-sale strategy.
Independent oversight
A second pair of eyes across advisers, structures and decisions.
04 / The route
01
Locate
Map facts and obligations
02
Model
Model choices side by side
03
Challenge
Stress-test assumptions
04
Decide
Document the decision
05
Review
Revisit when life changes
05 / Client scenarios
Founder after exit
R86m liquidity event
Built a 36-month transition from concentrated business wealth to diversified family capital.
Three-generation family
7 entities / 2 jurisdictions
Clarified ownership, liquidity and decision rights before succession conversations began.
Professional partnership
Retirement in 9 years
Aligned practice value, personal investment and insurance obligations into one review calendar.
18
years advising families
94%
clients retained 5+ years
0
house investment products
4
disciplines coordinated
07 / People on the map
09 / Questions we navigate
01 / Do you manage money directly?
This prototype demonstrates the information pattern. A production engagement would state the precise scope, professional registrations, fee basis and regulatory disclosures.
02 / Will you replace our existing accountant or attorney?
This prototype demonstrates the information pattern. A production engagement would state the precise scope, professional registrations, fee basis and regulatory disclosures.
03 / What size of family or portfolio is a fit?
This prototype demonstrates the information pattern. A production engagement would state the precise scope, professional registrations, fee basis and regulatory disclosures.
04 / How are fees structured?
This prototype demonstrates the information pattern. A production engagement would state the precise scope, professional registrations, fee basis and regulatory disclosures.
05 / Can several family members join the process?
This prototype demonstrates the information pattern. A production engagement would state the precise scope, professional registrations, fee basis and regulatory disclosures.
10 / Start at one coordinate
What decision is becoming difficult to see clearly?
Bring the decision, the people involved and the timeframe. We will begin by drawing the map.