Investment transcends a monetary connection between two people.

Investment transcends a monetary connection between two people.

It’s a partnership of ideas, values, and philosophies, where the benefit is shared. Where common purpose creates aligned outcomes. Where your wealth journey is our wealth journey. Where a meaningful connection provides the opportunity to collaborate and co-create.

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Our Client Experience

Our Client Experience

Caleo understands me first, and my money second. To travel a meaningful wealth journey, I need a partner who is connected to my ideals, values and philosophies. A partner who puts my purpose at the centre and then defines my investment strategy. Caleo’s connected, collaborative approach means they succeed when I succeed.

About Us
Our Philosophy

Our Philosophy

“Caleo” emanates from a Latin term, meaning “the flame within”.

As entrepreneurs, we have a healthy respect for the passion, commitment, and ingenuity it takes for one to succeed in commerce and life itself. Entrepreneurs, professionals, artists, and musicians, although they may greatly contrast in vocation, all share the same burning desire inside-to create and build something meaningful. This comes from their “Caleo”, their flame within.

We like to think we share our clients’ drive and passion and take a collaborative approach to wealth management, in order to partner with our clients to achieve their investment goals.

Our Approach

Caleo Capital North America LLC

Integrated wealth advisory and asset management firm that serves high-net-worth South African families who have relocated or are planning relocation to the United States.


Multi-Family Office

Multi-Family Office

Caleo Multi-Family Office provides the full spectrum of international family office services.

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Wealth Advisory

Wealth Advisory

Our approach to managing your wealth starts with the conversation we have with you.

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Asset Management

Asset Management

Caleo Asset Management’s main goal is to protect and grow investor capital.

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Consulting

Consulting

Caleo Capital has reputable partners who assist with emigration challenges.

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Some Interesting Reading

Prevent a Rift: Money Tips for Newlyweds

Prevent a Rift: Money Tips for Newlyweds

Couples may be able to head off many of the problems in a marriage that money can cause.
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What's My Potential Estate Tax?

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.
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How to Read Your Credit Report

How to Read Your Credit Report

Solve a mystery while learning how important your credit report is with this story-driven interactive.
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How to Create a Currency Converter in JavaScript

Currency Converter

Select Currency and enter Amount to convert.

Worried about your wealth and emigration?
Emigrating is stressful enough, you don't need to worry about your wealth too. Get in contact.

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