Family Offices are institutions that provide multi-generational guidance along with a robust and comprehensive outlook towards your wealth enterprise. Ultra- HNI clients generally demand highly specialized services. Family Offices offer superior expertise on constructing or selecting Alternate Investment portfolios and products. They help in getting rid of mundane tasks and reduce costs in achieving a full balance sheet financial management and investment solution.

What we have to offer to you:

⦁ A more holistic decision making due to a central financial management centre for your wealth
⦁ Access to institutional quality talent, domain experts and resources that would be difficult to obtain at an individual    level
⦁ Family transfer of assets, heritage and relationships in a more efficient manner Family Office Service:

Financial risk-return management:

The risk-return management includes identifying risks like Credit, Market and Interest rate risk among others and attempts to minimize them while maintaining the highest possible returns. This also ensures better management of liquidity requirements whenever needed.

Co-ordinate tax, trust and estate planning:

We provide structured and personalized succession planning. Professionals help bring improvements in your tax efficiency and in the process direct those funds to a better use.

Legal Services:

Different laws and regulations in different states can affect investments and business operations. Our family office legal services can help ensure that your business activities are in line with the same.

Family Governance:

Family Governance ensures that all family members should be involved and discuss matters relating to estate planning, family fairness and needs of individual family members. We know that families have a vision, a succession plan, clear responsibilities among others and we help in achieving them.

Education of younger generations:

Educating the next generation of entrepreneurs about the business is very essential in order to continue a legacy and keep up with the new financial tools. Hence we encourage the younger generation to act responsibly towards the business and educate them on financial literacy.

Legacy Planning:

Ultra high-net-worth individuals often have multigenerational planning where legal advice is essential. Our expertise helps in the strategic planning of transferring wealth from one generation to the next and in the process fosters long-term growth of the wealth.

Philanthropy:

Philanthropic management not only involves assistance with making effective charitable donations but also involves setting up of foundations. We strategize your philanthropic investments in a way that they leave an impact for the betterment of the society.

Accounting and Reporting:

The Ultra high-net-worth individual has a comprehensive portfolio, which involves a huge amount of financial paperwork and record keeping. Our competent team makes sure that this is carried out in a diligent and hassle-free manner

Family Business Governance:

It is difficult to run a family-owned business successfully generation after generation. Hence we help in making sure that family members are present at the right time to discuss the right things, and in the process keeping the family dynamics intact.