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Accounting Services

Advisory and 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.

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.

Purpose

Our purpose is improving our client’s “Dividend On Life” (DOL, as opposed to the traditional approach of trying to improve the client’s portfolio ROI).

At DLR we understand that our responsibility centers around the long-term stability and financial well-being of our clients. For this reason, we aim to develop a sensible solution for our clients’ Dividend on Life, by the protection and growth of the wealth requirements of families and businesses.

Over the years, DLR has acquired a wealth of expertise to ensure that both families’ and their business’ needs can be serviced from our offices.

Our Unique Approach

A holistic view of our client’s Dividend on Life is required. The merger of our groups has enhanced our value proposition, enabling us to design the solution for our clients, by offering an expanded suite of services.

DLR is now in a unique position to provide hindsight (compliance services), insight (performance-oriented services) and foresight (strategic services). This sets  the stage for innovation and game-changing performance for our clients.

How do we go about designing this solution?

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