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Capital and Balance Sheet Services

Fiduciary Services

Wealth Services

FAMILY AND BUSINESS ADVISORY GROUP

“Success is a team sport” – Simon Sinek

The DLR Group is a family and business advisory group, established as a merger between Dölberg Fiduciary (founded in 1999) and Lumenrock (founded in 2010) in 2017. The oldest office currently within the Group was established in Oudtshoorn in 1914, creating more than a century of history. It is DLR’s Vision for all families and their businesses to have access to our advice, guiding them in building lasting legacies.

PEOPLE

We operate in a services industry where relationships are key. We realise that in a disengaged digital world, personal connection still matters. Therefore, engaging staff, clients and stakeholders through communication, respect and trust takes priority.

PASSION

Everything we do is fuelled by passion; the energy we put into our daily work, our service delivery and dealing with clients in building lasting legacies, is our testimony.

PURPOSE

Our intentions revolve around the prosperity of our clients with emphasis on creating long-term stability and success for them. Our purpose is therefore to offer a reliable solution for wealth protection and growth while building lasting legacies.

Our aim is to build DLR into a well-respected and diversified organisation that are recognized for creating value. DLR is committed to providing a valuable service, addressing the challenges of creating, managing and maintaining wealth. Wealth is always linked to accounting records, the administration of ownership structures, family constitutions and maximizing our assets.

Our approach is to constantly assist our clients by improving our level of service to ultimately achieve our goal: living excellence, respected for creating value.

We, as DLR has acquired years of expertise to ensure that the family and the business can be serviced from our offices. We have determined that there is a need for a family to be able to service both the family and their commercial needs from the same service offering.