Integrated wealth advisory and asset management firm that serves South African families who have relocated or are planning relocation to the United States.
Our team is experienced and qualified in the domestic AND cross border matters of South Africa and the United States.
- MULTI FAMILY OFFICE: Caleo Multi-Family Office co-ordinates and oversees the full spectrum of international family office services
WEALTH ADVISORY: Our approach to managing your wealth starts with the conversation we have with you.
- ASSET MANAGEMENT: Asset Management’s main goal is to protect and grow investor capital, whilst minimizing the tax burden.