Jurgens Group

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Jurgens Group

📊Est. 1989
🗃️Independant Advisory Practice
🌐Local & International Wealth management specialists
(1)

29/09/2026

Some of the best ideas about wealth aren't found in a financial statement.

They come from understanding risk, thinking across generations, making better decisions, protecting your focus, and knowing when to step back and rest.

Our latest reading list brings together five books that explore those ideas from very different perspectives, from the history of risk and family legacy to leadership, stillness and deliberate rest.

Because building and managing wealth is about more than numbers. It is also about how we think, the decisions we make, and the perspective we bring to them.

What book has changed the way you think about wealth, business or life?

24/09/2026

Heritage is more than where we come from. It is what we choose to preserve, what we pass forward, and the values that continue to shape the generations that follow.

This Heritage Day, we celebrate the history, cultures and traditions that make South Africa what it is, while reflecting on the importance of building a legacy that can endure.

From one generation to the next, what we leave behind is about more than wealth. It is about the principles, stories and values that give it meaning.

Happy Heritage Day from all of us at The Jurgens Group.

22/09/2026

Preparing the next generation for wealth is not something that should begin when the inheritance arrives.

Financial education is most effective when it happens gradually, through familiarity and participation. Understanding how the family's wealth is structured, why certain decisions are made, who the trusted advisors are, and what values sit behind the wealth can be just as important as understanding investments.

The goal is not to give the next generation responsibility before they are ready. It is to make sure they are prepared for it when the time comes.

In Part 4 of our series on intergenerational wealth transfer, we look at what meaningful preparation for heirs can actually look like.

18/09/2026

Gender-based violence is not an abstract statistic. It's someone's sister, mother, daughter, colleague, friend, or neighbour. Someone who has laughed with you, sat across from you, trusted you with pieces of their life.

Today and every day, we're choosing not to look away.

Listen when someone speaks up. Believe them. Check in on the people around you. Challenge the jokes, comments and behaviour that normalise harm.

None of us can fix this alone. But none of us are excused from trying.

17/09/2026

A will can determine who receives wealth. A trust can determine how assets are held. But neither can determine how a family communicates, makes decisions or prepares the next generation.

That is where family governance becomes important.

For families building wealth across generations, having clear conversations around values, responsibilities and decision-making can be just as important as the legal structures supporting the wealth itself.

Family constitutions, family councils and early involvement of the next generation can create clarity before major decisions need to be made.

Because lasting family wealth is not only about what is passed down. It is about whether the family is prepared to carry it forward.

Part 3 of our series on intergenerational wealth transfer explores the systems that can help families make that possible.

14/09/2026

Trusts are one of the most commonly used tools in South African estate planning, but they are often treated as a simple solution to a complex problem.

A well-structured trust can help families manage assets across generations, provide continuity when circumstances change and support a broader estate planning strategy. But there are also tax considerations, administration requirements and ongoing trustee responsibilities that need to be understood.

The right question isn't simply whether your family should have a trust. It's whether the trust you have, or are considering, is structured around your family's needs and long-term objectives.

Part 2 of our series on intergenerational wealth transfer looks at what a trust actually does, where the benefits lie, and where the misconceptions begin.

11/09/2026

South Africa is entering a period that could fundamentally reshape how family wealth is passed from one generation to the next.

For families with wealth held across trusts, private businesses, property and offshore structures, transferring assets successfully requires more than an estate plan. It requires preparation, governance and a conversation that starts well before inheritance.

The next generation also needs to understand what they are inheriting and how to manage it. The structures may protect wealth, but it is the people who ultimately determine whether it lasts.

This is Part 1 of our series on intergenerational wealth transfer in South Africa. In Part 2, we look more closely at the structures families can use to prepare for the transition.

09/08/2026

Today, we celebrate the women who lead with courage, create with purpose, and inspire change in every space they enter.

At Jurgens Group, we recognise the strength, wisdom, and determination of women who continue to shape their families, communities, workplaces, and futures. May we celebrate their achievements today and support their ambitions every day.

Happy Women’s Day. 🌸

28/07/2026

Strong recent performance can be tempting, but investing based on what's already done well can lead to emotional decision-making instead of disciplined investing.

Markets change. Leaders rotate. The most successful investors aren't those who chase yesterday's winners—they're the ones who stay focused on a well-diversified, long-term strategy through every market cycle.

24/07/2026

Successful investing isn't about having all the answers. It's about recognising that uncertainty is part of every market cycle and building a strategy that doesn't rely on perfect predictions.

The investors who tend to achieve their long-term goals are often those who remain disciplined, stay focused on their plan, and avoid making decisions based on short-term speculation.

Address

17 Bradford Road, Building 2, Second Floor
Johannesburg
2008

Website

https://jurgensgroup.co.za/

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