Move forward with confidence…
…in a world with challenges. As a highly successful achiever, it takes insight to move forward with confidence. It takes an understanding of your wealth, the value of your business, who you choose as a director for your board, who can help with your wealth management and family – and planning a clear road map for getting where you need to go.
Jacoline Loewen’s key skill is being able to partner with High Net Worth individuals (HNWI) to see, think and do their mission-critical financial exit and investment strategy. She knows how to encourage achievers with their deals, transactions and Wealth Management. She does this through distilling her global experience in wealth management investment, UHNW Family Offices and sales of businesses.
Invest in experience…
…because experience is what you get when you’ve built from the ground up to the boardroom across three continents.
Jacoline Loewen is a navigator in the world of investments and wealth management and she works with high-net-worth individuals and their families, family offices, and foundations. With extensive experience in wealth management, family offices and private equity, Jacoline has the expertise to work with successful achievers as they exit their active business and move to wealth management.
Jacoline draws from a broad experience and range of disciplines and practices, blending systems thinking with traditional consulting frameworks, to help families navigate the complexities of wealth and family dynamics. In addition to her wealth management work, Jacoline is also an accomplished writer, with three published best-seller books. She is an investor, board director, and philanthropist.
With Jacoline’s extensive network, she draws on her lessons from working with entrepreneurs and their wealth management. strategies. As well as being an ICD.D Board Director, she has expeience investing in private equity for a family office.
On this website, you can learn more about Jacoline's work as an advisor, board director & member, published author, press contributor, and public speaker.
You can also get in touch with Jacoline and sign up for her monthly newsletter. Thank you for visiting!
Business and Strategy…
Jacoline Loewen is the author of the bestselling “Money Magnet: Attracting Investors to your Business” published by John Wiley & Sons Inc. It has been described as an “operating manual” for entrepreneurs, private equity fund managers and investors wanting to grow their companies. It is a “must-read” for board advisors and directors.
Jacoline’s previous best-selling books are dedicated to Business and Strategy, all having been used as text books by various universities. Additional writings can be found on the blog page.
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