Family Office

Holistic Wealth Management

Families with substantial assets and wealth require a comprehensive approach to managing wealth which is also tax-compliant, and which provides amplified returns. By establishing a Family Office, you can ensure that every aspect of your family’s wealth and finances is strategically managed.

Maintaining Confidentiality

Family Office services ensure that vital information pertaining to the family’s finances such as the investment portfolio, portfolio of your family’s assets, taxation, philanthropic endeavours, etc., remain discreet. By ensuring such sensitive information is secured in one place and has limited access, Family Office helps safeguard your business.

Transparent Governance

Family Office facilities offer complete transparency when it comes to managing your wealth. A team of experts work with you to provide full disclosure of Wealth Management strategies through convenient communication channels. By fostering trust through transparent governance, your family’s wealth is managed with integrity.

Wealth Preservation

Another important function of Family Office is to employ strategies to preserve wealth so that it can be passed on to future generations without disputes. This also involves incorporating ways to minimise taxes.

Legacy & Estate Planning

A Family Office provides Legacy Planning and Estate Planning Services for conflict-free transfer of generational wealth. Services include ascertaining the beneficiaries, drafting and executing a will, creating trusts, etc.

Family Wealth Education

A Family Office educates future generations about what awaits them and empowers them to successfully manage various complexities. Future generations must be equipped to make informed decisions pertaining to family business and wealth so that wealth keeps growing and they are able to pass down this wealth to their future generations. Family Office helps foster entrepreneurship in the family.

Creating A Multi-Generational Wealth Plan

To ensure a lasting legacy, you need to create a financial plan now so that your family values and wealth are passed on to several generations. This is done by weaving together a multitude of investment and Wealth Management strategies to ensure substantial wealth.