Family Office Service

As family wealth grows, managing it becomes more complex. Families need support across investments, taxation, succession, estate planning, governance, philanthropy, reporting and long-term continuity.

We provide Family Office Services to help families manage their financial, legal, tax and administrative responsibilities in a structured and confidential manner.

How we help

Family Office Services are designed to support high-net-worth families, business owners and family enterprises in managing their wealth, assets, succession plans and financial responsibilities. Instead of dealing with multiple advisors separately, the family gets a single point of coordination for different areas such as wealth planning, investment oversight, tax planning, estate planning, family governance and compliance.

Our Offering

Tax Planning

Tax planning is an important part of preserving and managing family wealth. We assist families with structured tax planning and compliance support.

This includes:

Income tax planning
Filing of tax returns
GST and TDS-related support, where applicable
Regulatory reporting
International relocation
Double tax treaty planning
Tax implications of family wealth transfer
Real estate and investment structures

Wealth Management

We support families in organising and monitoring their wealth management activities. We help the family maintain a clear view of their financial position across assets and investment categories.

This includes:

Investment strategy review
Asset allocation coordination
Consolidated reporting
Investment performance tracking
Investment advice
Monitoring of private equity and alternative investments

Wealth Planning

We help families plan their wealth in a structured and long-term manner. Our focus is to help the family protect wealth, reduce uncertainty and plan for the future with clarity.

This includes:

Succession planning
Continuity planning for the family business
Long-term financial planning
Estate planning support
Planning for transfer of wealth across generations
Will writing and prenuptial agreements
Gift planning during lifetime
Life insurance

Charity & Philantrophy

Many families want to create long-term social impact through giving.

We support families in structuring their philanthropic goals. Our approach helps families give in a thoughtful, structured and compliant manner.

This includes:

Giving strategy
Grant-making foundation support
Philanthropy planning
Documentation and reporting support
Coordination with charitable institutions and advisors

Family Governance

Strong family governance helps families take better decisions together. We assist in creating systems and forums for discussion, decision-making and accountability.

This includes:

Family council support
Family constitution coordination
Family assemblies
Governance processes for family businesses
Decision-making frameworks
Role clarity across family members

Trust & Corporate Services

Families often need suitable structures to manage assets, ownership and business interests. We support families in setting up and managing appropriate structures.

This includes:

Trust administration support
Corporate incorporation
Family shareholding structures
Nominee services
Real estate management
Asset holding structures
Administrative support for family-owned entities
Aircraft and yatches

Who this is for

Our Family Office Services are suitable for:

High-net-worth families
Business-owning families
Promoter families
Families with assets across different categories
Families planning intergenerational wealth transfer
Families that need coordinated tax, investment and estate planning support
Families looking to create governance structures
NRIs and families with cross-border financial interests

Benefits you will see

With our Family Office Services, your family can:

Get one point of coordination for multiple financial matters
Improve visibility across family assets and investments
Strengthen tax and regulatory compliance
Plan succession and estate transfer more effectively
Build better governance within the family
Track performance through consolidated reporting
Protect family wealth for future generations
Reduce administrative burden on family members

Get in touch

Looking to organise, protect and manage your family wealth more effectively? Get in touch with us today.