logo-web
 
     
   
 
 
     
   
 

Family Office, personal wealth & Succession planning

Family Office Consultancy Services

Family Offices are vehicles for managing the personal wealth , financial and regulatory affairs of the family members of a business house. A Family Office is a separate entity ( different from the office of a business house ) to manage the personal wealth , financial and regulatory affairs of the family members of a business house The idea being to provide focused attention to these very important affairs which usually do not get the required importance by the officials of a business house.

We provide all the necessary consultancy services required to set up and run a cost effective and efficient Family Office starting from conceptualisation , designing the organisation structure , identifying the control procedures and assistance in actual setting up and running the Family Office.

Personal Wealth Management & Succession planning

We provide comprehensive consultancy services to High Net-worth Individuals to manage their personal wealth in cost effective and tax efficient manner keeping in view the risk profile , other attributes and specific requirements of each client. Further, we also assist our clients in succession planning through trusts or otherwise. The range of services for this area include :

  • Personal Wealth Management Advisory
  • Investment Advisory
  • Insurance Advisory
 
     
   
 
 
     
72283 Times Visited