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Succession Planning: Lessons from Family Farms and Wealth Management Firms

By Theo Vorster – Co-founder and CEO of Galileo Capital Over the past three years, I have facilitated more than 20 family farming workshops across the country, organized by Landbouweekblad and sponsored by Allan Gray. Hosted by Galileo Capital, these workshops attracted approximately 2,500 delegates, primarily family members involved in commercial family farms. Reflecting on[...]
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The Business of Advice | Challenges of Being Both Financial Planner and Business Owner

By Kevin Feather, Head: Galileo Financial Planning In the world of personal finance, few roles are as demanding or as rewarding as those of a financial planner. But when the planner also assumes the role of a business owner, the complexity multiplies. Balancing client service with business management requires a unique blend of technical expertise,[...]
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Planning for Succession – A Guide for Independent Financial Advisers in South Africa 

By Frank Daubenton, CFP® Introduction: Succession planning is a critical aspect of any business’s long-term sustainability and growth, and independent financial advisers (IFAs) in South Africa are no exception. As these professionals navigate the complexities of the financial industry, they must also consider the future of their practices. A well-thought-out succession plan ensures the seamless transition[...]
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