Cross-Border Wealth Management for South African Professionals in the US

As a South African-born fiduciary advisor based in Brooklyn, I work with professionals and families who want straightforward, conflict-free advice. No product pushing. No big-firm politics. Just honest guidance designed to protect and grow your wealth the right way.

Our Approach

As a South African who lives in American, I understand the unique challenges South African professionals face in the US — from cross-border tax compliance and retirement fund transfers to managing both SA and US assets.

Unlike traditional wirehouses that often push high-commission products and have built-in conflicts of interest, I operate with full transparency and 100% fiduciary duty.

My focus is simple: deliver clear, personalized strategies that put your long-term interests first, with no hidden fees or product commissions.

Traditional Broker / Wirehouse

  • High commissions & hidden fees

  • Product push & conflicts of interest

  • Generic advice

Schroeder Capital Management

  • Transparent, flat or AUM-based fees

  • 100% fiduciary — no product commissions

  • Personalized cross-border strategy



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Important Disclosure: This comparison is for illustrative and educational purposes only. Actual results will vary. Schroeder Capital Management, LLC is a Registered Investment Advisor in the State of New York. All investing involves risk of loss. Past performance is not indicative of future results. No client is guaranteed to achieve the same results.