Family Office Services

Our Services

We value ideas, talent & voices of our people!

Speak to one of our financial advisers over the phone or just submit all your details and we’ll be in touch shortly!

We are trusted partners in the financial well-being of your family and their legacy. haring below some details about the family office and the services we offer.

What is the Family Office?

A family office is a comprehensive package to manage the numerous financial, legal, and accounting requirements of ultra-high net-worth individuals and well-off families. It functions as a one stop hub for overseeing estate planning, tax optimization, and other crucial financial affairs.

Types of Family Offices:

Single-Family Office (SFO):

SFOs are dedicated to serving a single affluent family or individual.
These provide custom-made services that cater for the specific requirements and objectives of the family.
SFOs give comprehensive financial planning services including investment management, estate planning, tax optimization, and family governance.

Multi-Family Office (MFO):

MFOs assist multiple rich families, combined their resources to benefit from economies of scale.
They offer a wide range of services similar to SFOs but serve multiple families simultaneously.
MFOs provide access to institutional-quality investment strategies and expertise while offering cost-effective solutions to each family.

Virtual Family Office (VFO):

VFOs leverage technology and strategic partnerships to provide family office services remotely.
They offer flexibility and convenience by utilizing digital platforms for communication, reporting, and collaboration.
VFOs offer a roster of specialized professionals and resources that meet every individual client’s needs.

Why is it Needed?

With the accumulation of wealth by affluent families, they often face numerous financial, legal and accounting complexities which can be cumbersome to deal alone. This includes a family office service which provides the required expertise and resources to deal with such challenges in a comprehensive manner so as to maintain and increase the wealth for present and future generations. From tax mitigation through accounting to succession planning and philanthropic activities, a family office service provide invaluable support in protecting your financial legacy as well as optimize it for optimal use.

Our services include:

Estate Planning: To make wealth transfer and preservation for tax efficiency.
Tax Optimization: Minimize tax liabilities and maximize tax efficiencies through strategic tax management and compliance services.
Tax Planning: Develop tax-efficient strategies to minimize tax liabilities, including income tax, and capital gains tax, while ensuring compliance with Indian tax laws.
Regulatory Requirements: Help navigate complex regulatory requirements and ensure compliance with relevant laws.

Transfer Pricing Compliance: Adhering to arm’s length principle and documentation requirement while complying with intra-group transaction transfer pricing rules.
Tax Audit Support: Represent your family office in all its dealings with taxation authorities including cases relating to audits, questions and disputes, providing expert guidance and support throughout the process.
Liaison with Tax Authorities: we become a link between family offices and revenue authorities where our interests are represented as necessary when favorable tax treatment is sought.
GST and Other Indirect Taxes Compliance: Registering for Goods and Service Tax (GST) along with other indirect taxes like filing returns, managing compliance risk etc.

Why Choose Us?

Go for the right partner in the family office to ensure that your family wealth will prosper and last long. We stand out because of our consistent pursuit for superior quality, honesty and customer satisfaction. Here is why you should choose us as your family’s financial, legal and accounting consultants.

Experience: Our team brings decades of collective experience in finance, law, accounting, and wealth management, ensuring that you can successfully navigate difficult financial landscapes with a lot of knowledge.
Customized Solutions: As such, we have individualized solutions designed to support you as a family in achieving the objectives you have on this matter
Comprehensive Approach: When it comes to managing your wealth, estate planning, tax optimization and risk mitigation are all key components to consider as a whole so that comprehensive strategies which fit into your long term objectives may be formulated.

- Confidentiality: All sensitive financial information regarding our clients shall be kept private and managed in a discreet and professional manner.
- Excellence: We are committed to go out of the way for our clients to provide an implementation of services; to work arduously at all times to satisfy our clients’ desires, for continuous realization of success and well-being.

Contact us today to know more about how we can help you achieve your financial goals and secure a prosperous future for generations to come.

We build trust and maintaining a long lasting relations!