Family Office

Family Office is a private wealth management advisory outfit which professionally manages family’s financial and wealth affairs. It provides a disciplined approach in today’s complex and volatile financial markets which is critical in successfully building, preserving and transferring family wealth and legacy.

Key highlights of the Family Office are:

  • Family office solutions
  • Liaise with all your existing bankers and service providers on your behalf
  • Open architecture philosophy with access to best in class solutions across the market with no bias
  • Organizational accountability & continuity
  • Independent advice aligned to your requirements and interests with benefits of larger institution when required
  • Fee transparency
  • Institutional ownership of relationship with sufficient checks and balances

Range Of Services
The scope of the Family Office is significantly broader and more qualitative than a pure investment advisory. In addition, it facilitates the provision of other value added services to provide a complete solution. This ensures that you, as a Family Office client have a single point contact for taking care of wealth, family and administrative needs.

Diverse range of services for Ultra High Net-worth Individuals (UHNI) families:

  • Wealth Advisory and Investment Services
  • Income Tax, Wealth Tax and Trust Planning
  • Banking and Credit
  • Estate Planning Services
  • Consolidated Reporting
Financial Planning