Anne Klein

Anne holds B Juris and LLB degrees and is a non-practicing attorney, notary, and conveyancer. She also has additional qualifications, including a Certificate in Advanced Trust Law from the University of Pretoria, an Estate Duty course completed under the leadership of Mrs. Ina Marx, and a QFOP certificate (Qualified Family Office Professional) from the Family Office Club, USA. Anne's career started in the 1990s and has been dedicated to serving private clients. She began as a prosecutor for the Department of Justice and as an examiner for the Master of the High Court. Her work experience includes positions at one of the oldest law firms in South Africa, an international audit firm, a global multi-family office, and a South African bank. Besides her professional achievements, Anne is deeply passionate about philanthropy, which is evident in her recent contribution to a global industry publication on family philanthropy. Throughout her career, Anne has been involved in several groundbreaking initiatives, including initiating an international industry event with a US/SA lawyer to create awareness about introducing FATCA and CRS. In April 2024, she started her own Private Office, which focuses on creating aligned solutions for the industry with a specific focus on producing more intergenerational families. Anne has a keen passion for Family Offices and is committed to supporting the industry. She is also the co-author of "Switching Billion-Dollar Conversation Lines: Family Offices and Multi-Generational Success," which is about to be published.


Events that was hosted by Anne Klein

Event Start Date CPD Hours Status
International Estate Planning and Networking Event 12 June 2024 2 Hours
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Global Estate Planning in the Digital Era - 2021 (... 08 November 2021 2 Hours
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Global Estate Planning in the Digital Era - 2021 (... 08 November 2021 2 Hours
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Annual Cross-Border Considerations for Advisers: G... 10 May 2021 2 Hours
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Resources On-Demand presented by Anne Klein

Title Hours
International Estate Planning: Opening And Introduction 1
Annual Cross-Border Considerations for Advisers: Global Families and Business Owners - Day 1 Part 1 1
Annual Cross-Border Considerations for Advisers: Global Families and Business Owners Pre-event 2021 2
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