Family Office Services
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