As a multi-family office services, we support multiple families to manage their entire wealth. We work as the family’s CFO to structure the family’s finances that brings clarity, transparency and objectivity. Our advice reduces conflict, improves decision making and helps the family achieve its unique goals. Ultimately, we simplify our clients’ financial life so they can focus on leading a happy and fulfilling life. And, for the same, we provide the following services.
Cross Country Planning
- Residential Status Planning
- Migrating/ Returning to India
- Multi-country Residency & Investments
- Multi Country Tax Planning
- Remittance & Repatriation
- FEMA, FATCA/ CRS & global Compliance
Documentation & Compliance
- Documentation & Record Management
- FEMA and Income Tax Act
- FATCA/ CRS & global Compliance
- AML and Benami Transaction Guidance
Will & Estate
- Gift & Inheritance Planning
- Corporate Succession
- Nomination & Joint ownership
- Will & Trust
- Donations & Charitable Giving
Family Governance
- Mentoring Education & Awareness
- Ownership Structure & Family Shareholding
- Family Council
- Corporate Succession
- Gift & Inheritance Planning
Financial / Investment Decisions
- Financial Decisions
- PE, VC, Startup Investing
- PMS, AIF and Structured Investment Guidance
- Currency investment, including Crypto / Virtual Currency, etc.
- GIFT City & International Investments
Insurance and Risk Management
- Insurance Planning
- Will & Estate Planning
- Liquidity Management
- Rationale and Suitability of Investments
Investment Management
- Holistic Investment Advice
- Goal based Investments
- Investment Policy Statement (IPS)
- Investment Plan execution
- Monitoring & Reporting
Strategy & Planning
- Bank Accounts & Money Transfers:
- Risk Assessment and Profiling
- Investment Policy Statement (IPS)
- Strategic Asset Allocation & Tactical Asset Allocation
- Global Multi Asset Portfolio Guidance
Tax & Efficiency
- Family Tax Optimization
- Multi Country Tax Planning
- DTAA benefits & TDS
- Multi-country Residency & Investments
- Bank Account & Money Transfers
Ask Me Anything
Schedule a No-Obligation 30-minute meeting to learn about Taxation, Finance, Compliance, Migration or Sustaining Wealth for Multiple Generations