At Marathon Wealth it is our mission to deliver exceptional service to our clients and to assist them, and their families, to realise their full potential, both financially and in focusing on other important areas of life.
Our value proposition is underpinned by the Marathon ethos of ICARE – Integrity, Compassion, Accountability, Respect and Excellence.
We believe that our role is not limited to providing comprehensive financial advice. We also aim to add value beyond our clients’ financial affairs by:
Our focus is on developing solutions that meet our clients’ needs resulting in long term mutually beneficial relationships.
We do not only strive to be financial advisors – we want to be your lifestyle and wealth creation partner.
The Marathon Wealth boutique Multi Family Office is focussed on adding value to high-end entrepreneurs and private clients in growing and sustaining their family wealth. This is achieved by offering holistic advice and solutions on wealth management, financial- and tax planning and services, estate planning, legal aspects, fiduciary services, risk management and business consulting.
The characteristics of the Family Office is that it is independent, providing a wide array of services using insourced and outsourced professionals advising and assisting our clients. We co-ordinate the Family Office service experience with the various advisers and ensure that a high touch personal service is provided, working with the entire family. Your existing advisors can become valued contributors to the Family Office.
The benefits of the Family Office are that it serves as one central source of information on, advice about, and oversight of, as many integrated services as our clients’ circumstances require. It is served by a team of dedicated professionals, focused on your family and business goals and is a relationship which is underpinned by trust, confidentiality and respect.
Financial Service Providers