FAMILY OFFICE

A Family Office is a comprehensive solution to manage your family's financial and wealth affairs. Ultra HNI clients generally demand highly specialized services. Family Offices offer superior expertise on constructing or selecting Alternate Investment portfolios and products. Family Office proposition goes much beyond managing wealth. It provides solution for building, preserving and transferring family wealth and legacy. Some of the key highlights of the Family Office are :

  • Your 'Personal Accountant ' with 360o visibility
  • Work with all your existing bankers and service providers from 'your side of the table'
  • Open architecture philosophy with access to best in class solutions across the market with no bias
  • Organizational accountability & continuity
  • Independent advice aligned to your interests with benefits of larger institution when required