Family Offices
Comprehensive wealth management advice beyond traditional asset management.
A service specially designed for families that have large corpuses, diverse ownership and asset structures.
We provide comprehensive wealth management advice which goes beyond traditional asset management. We greatly value the trust of the family relationships for whom we provide a broad range of family office services and advise on investments across various financial markets.
Our Approach
Unbiased and Holistic
A concern shared by a majority of our clients is that they desire genuinely unbiased advice with a holistic approach, enabling them to govern their complex financial, legal and personal affairs in a coordinated manner.
Our Approach
Family Governance
The need for family governance is to ensure that values, structures, processes and assets endure for more than two generations. Family governance often have complex wealth management needs/structures
Our Approach
Planning and Implementation
Drawing on our experience as a multi-client Family Office, we support our clients in achieving all of the defined mentioned objectives. We help in the consistent planning and implementation of an effective family governance system.
Our Approach
360 Degree Consulting
To ensure that we can meet our clients’ demanding requirements, we unite the core competences of classic asset management – including risk management, financial planning and tax optimization – with a network of eminent experts to cover various financial issues
Our Core Services
Designing the structure of family investments
Implementing the structures and executing the investments
Strategizing the investments by determining strategic and tactical asset allocations
Exploring, evaluating, recommending financial and strategic alternatives by the existing service providers
Monitoring the advisors and all the investments in a consolidated manner with periodic reporting
Accounting, record keeping and maintaining capital accounts including liaisoning with auditors
Tax determination through our panel of tax experts
Providing comprehensive insurance solutions
Succession Planning and implementation
Advising and formation of Private family trusts and Charitable Trusts for philanthropic needs