Ultra High Net Worth Individuals & their families typically establish Family Offices to provide for a unique set of requirements & goals encompassing essential services required by all family members and to address crucial issues it faces as it navigates the complex world of wealth management. Family Office Services in India focus on the management of financial, regulatory and tax affairs for high net-worth families and individuals so as to help secure a family’s financial future by building, preserving, and transferring family wealth and legacy.

As a multi-disciplinary practice following a collaborative approach, our team possesses the knowledge, resources & experience required to provide holistic advisory to our clients. Our Family Office Services cover a wide spectrum that includes regulatory & tax advisory, financial advice & assistance, succession planning and business legacy.

Our Family Office Services Include:

Succession planning
Inheritance tax planning
Family Trusts/ Private Trusts
Will
Family charter
Family settlements
Dilution of non-core family assets
Identifying investment opportunities for family surplus funds
Regulatory and tax aspects for the above matters
Advising on global assets investments, diversification, sale, etc.
Citizenship & Residency
Assistance, Advisory and Support Services for NRI’s/PIO/OCI including of FEMA
Management of strategic investments through the implementation of financial reporting and other MIS
Restructuring / reorganizing of a family business
Ensuring Tax and Regulatory compliances for Family Office

Family Investment Fund:

Structuring advisory and assistance for setting up a Family Investment Fund (FIF) in GIFT City.
Advise on Regulatory Compliances for Family Investment Fund including FEMA, Corporate Law and IFSC Act.
Assistance & Advise on inbound investments, outbound investments and fundraising in GIFT City.
Tax Advice and assistance in availing exemption under the Income Tax Act.
Advice on family matters, women’s rights and succession matters