Chief Executive Officer and Wealth Manager
Willem is a qualified financial advisor (CFP®) and fiduciary practitioner (member of FISA – FPSA®), with more than 20 years of experience in local and international asset management, business structuring and estate planning, as well as multi-generational planning for family businesses. He likes to travel internationally to support family office clients with international structuring and citizenship through investment opportunities.
In addition to his postgraduate qualifications with specialization in asset management, estate planning and business management, he also obtained a postgraduate qualification in theology, equipping him uniquely to integrate spiritual and financial matters.
Willem and his wife, Carin, divide their time between the business’ Free State and Eastern Cape offices. He also enjoys reading business and spiritual books, taking part in triathlons with their daughter, Carissa, and competing with Carin in the 360ONE MTB Challenge in support of the Leave a Lasting Legacy project.