We are trusted partners in the financial well-being of your family and its legacy. Our CA-led family office services bring tax, accounting, estate and succession planning, holding structures and compliance together under one roof, for families in India and family members abroad.
A family office is a dedicated structure that manages the financial, legal, tax and accounting affairs of high and ultra-high net-worth individuals and families.
It acts as a single hub for estate planning, tax optimisation, consolidated reporting, compliance, succession and family governance. Instead of coordinating separate advisers for each family member, entity and asset, the family works with one team that sees the complete picture and protects the family's interests across generations.
A dedicated office serving one family or individual. It offers fully customised support for the family's objectives, from tax and estate planning to governance and reporting. SFOs suit families with significant and complex wealth.
Serves several families, sharing specialists and infrastructure to gain economies of scale. Each family gets similar services to an SFO at a more cost-effective level.
Uses technology and a network of specialists to deliver family office services remotely, with digital reporting, document access and collaboration. Flexible, convenient and scalable.
AAPT & Associates can act as your outsourced or virtual family office, or support an existing single-family office as its tax, accounting and compliance partner.
As wealth grows, families face financial, legal and accounting complexity that is difficult to manage alone. That complexity spans operating businesses, holding companies, trusts, property, investments, family members in different countries, and the eventual transfer of wealth to the next generation.
A family office brings the expertise and resources to handle all of this in a coordinated way, preserving and growing wealth for present and future generations.
We plan wealth transfer and preservation with tax efficiency in mind, through wills, private family trusts, HUFs and structured succession of family businesses.
We build tax-efficient strategies across income tax and capital gains for family members and entities, with full compliance with Indian tax laws.
We advise on family holding companies, LLPs, trusts and, where relevant, Family Investment Funds in GIFT City, and how each fits your goals.
We keep the books for family entities, track assets, and produce consolidated reports so the family can see its whole position at a glance.
We handle FEMA compliance, the Liberalised Remittance Scheme, foreign asset reporting, DTAA benefits and international tax for family members abroad.
We help draft a family constitution, decision-making frameworks and roles, so the next generation is ready to take over.
We apply the arm's-length principle and maintain documentation for transactions between family business group entities, as required by transfer pricing rules.
We take care of GST registration, return filing and compliance risk management for family entities.
We represent the family and its entities in assessments, scrutiny, queries and disputes, and liaise with revenue authorities throughout, including tax litigation.
Investment advice and portfolio management in India are regulated by SEBI. Our role is to be your family's tax, accounting, structuring and compliance anchor. We work alongside your SEBI-registered investment advisers, portfolio managers and private bankers. We review the tax and structural impact of their recommendations, consolidate reporting across them, and make sure every investment is held in the right entity and reported correctly.
This gives the family independent oversight and a single, complete view of its wealth, without conflicts of interest.
We meet family leaders to understand members, entities, assets, goals and concerns.
We map every individual, entity, asset and adviser, with the tax and compliance position of each.
We identify tax inefficiencies, succession gaps, compliance lapses and cross-border risks.
We recommend structures, succession steps, governance and a service model: SFO support, MFO or virtual.
We set up structures, draft documents, regularise compliance and start consolidated reporting.
We provide regular reporting, a compliance calendar, annual reviews and support whenever the family needs it.
Book a confidential conversation with our family office team. We will understand your family's situation and suggest a practical way forward, at no cost and with no obligation.
Book a Confidential ConsultationShare a few details and a convenient time to talk. All information is kept strictly confidential.
