FAMILY OFFICE
Every family has a story and has its own unique way of doing things. Family offices are as unique as the families themselves.
Families with significant wealth need an organization to run their financial operations smoothly.
A Family Office is an organization that is set up to oversee and manage the financial needs of the family, helps in maximizing its financial interest, reduces complexities, and builds a foundation to work together seamlessly and create a long-lasting family legacy.
We begin the exercise with a detailed understanding of your wealth to map out the structure of assets you hold. The structure helps us figure out the services you require and put in place a wealth management strategy.
Assets Structure Planning
• Statement of P&L and Balance Sheets
• Cash Flow
• Structures/ Ownership
• Strategic Goals & Objectives
• Mission & Strategy
Planning And Approval
• Multi-Currency
• Liquid & Illiquid Assets
• Financial & Non-Financial Assets
• Custodian
Checks and Balances
• Interaction with financial institutions, fund managers, and Attorneys.
• Quality control checks, Compilation of the reports after reconciling the transactions.
• Rationalisation of the structure.
Wealth Advisory Services
• The financial blueprint that is unique to you and aligned to your changing needs.
• Design the investment strategies diligently: Diversification and capital efficiency are key considerations.
• This approach helps us handle the volatile times wisely while assuring returns optimization.
Efficacy of Service Providers
We ensure performance of service providers is aligned to the mandates:
• Asset managers, Tax Advisors
• Attorneys & chartered accountants,
• Trusts & custodians, Consultants & Brokers
Succession Planning
• Estate Planning
• Preparation of Wills
• Trust Formation
• Trust Management