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Who we are

OUR
VISION

To be the trusted leader in comprehensive financial planning, empowering families to achieve their financial goals and secure a prosperous future through personalized, ethical, and innovative solutions.

OUR
MISSION

At Family Wealth Custodians, our mission is to provide tailored financial services that address the unique needs of each client. We are committed to delivering unbiased, expert advice with the highest standards of integrity, leveraging advanced technology and fostering strong community relationships to create lasting value and positive impact.

Our Values:

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Stewardship

Integrity

Independence

Why us

01.

One-stop solution for all your financial needs

02.

Independence and Unbiased Advice

03.

State-of-the-Art Solutions

Maximize your return on life

Awards and Highlights

While recognition through international and national awards does not define us, it underscores Family Wealth Custodians' credibility and expertise. These accolades provide reassurance to prospective clients about the high quality of service and dedication they can expect from us. Our commitment to excellence is reflected in these honors, reinforcing our position as a trusted leader in the financial planning industry.

2024

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Top 50 IFAs South Africa 2024 Winner

Top 50 Independent Financial Advisor in South Africa: Hardi Swart Managing Director Family Wealth Custodians

2023

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International Adviser Best Practise Awards 2023

Best Adviser Firm (established under three years): Family Wealth Custodians

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South African Financial Planner of the Year

South African Financial Planner of the Year: 

Hardi Swart Manging Director Family Wealth Custodians

2019

2018

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Runner-Up South African Financial Planner of the Year

Runner-Up South African Financial Planner of the Year: 

Hardi Swart Managing Director Family Wealth Custodians

2017

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Business Network International Awards

Givers Gain Award: 

Hardi Swart Managing Director Family Wealth Custodians

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