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Investment advisory
We personalise investment strategies as fiduciaries, prioritising your interests and employing a future-thinking approach.
Succession
Transparent succession services safeguard your family's legacy, preserving the values and principles that matter most to you.
Governance
We build customised governance structures to protect your family's financial legacy with a focus on long-term visions.
Philanthropy
We offer expert guidance in turning your charitable aspirations into reality, crafting comprehensive plans and overseeing foundations.
Your legacy awaits
Get answers to all your queries!
A multi-family office can be considered a personalised financial concierge for your entire family, discreetly managing everything from investments to estate planning. The bespoke teams cater to the complex needs of affluent families, acting as their one-stop shop for wealth management and beyond.
If your priorities include managing wealth, preserving your family legacy, and ensuring future generations’ financial well-being, a Multi-Family Office might be the right option.
- A multi-family office is like a discreet advisor that helps you navigate complexities.
- Get a consolidated view of your family’s financial picture.
- We help you get confidential guidance on sensitive matters.
- Acts as a generational bridge for continuing values and heritage across time on issues such as family heritage, family trusts, and philanthropy.
- A team of well-qualified professionals empowers your heirs to manage wealth responsibly.
Definitely, we recognise and understand the unique dynamics and importance of a personalised approach to managing wealth for individuals and families.
We offer dedicated estate planning services tailored to family offices, considering both legal and financial aspects and the dynamics within the family.
We can help you address the auditing and governance challenges faced by your families and your enterprises, ensuring regulatory and compliance adherence.
We collaborate with legal and tax professionals to create wealth transfer plans that minimise tax implications and maximise the preservation of family wealth.
We guide our clients through the complexities of philanthropy in India, ensuring a harmonious integration of rationality and compassion.
It's a service where we craft tailored wealth management strategies that align with individual aspirations, offering comprehensive planning and portfolio management.
We focus on minimising tax liabilities and maximising your financial gains, ensuring clients benefit from legitimate tax-saving strategies. With our guidance, you can optimise your tax position and retain more of your hard-earned wealth for future growth and prosperity.
Yes, we offer estate planning. We have a dedicated estate planning service that caters specifically to family offices, encompassing the legal and financial aspects while placing equal emphasis on the intricate dynamics within the family. Our holistic approach considers every family member’s individual needs and aspirations, enabling a seamless transfer of wealth that aligns harmoniously with the family's values and long-term goals.