We come from a wide range of backgrounds, experiences, and knowledge, which gives us the breadth and depth to deal with the complexities that families face.
Our goal is to give you a private and professional wealth management solution that meets your goals and needs and takes care of the day-to-day tasks of managing your wealth.
Our mission is to help you create, preserve, and increase your money. Our team is committed to working with you to achieve your goals and will be available to chat with you whenever it is convenient for you.
India’s most experienced family office advisory team with hands-on experience in advising over USD 4bn in financial assets across 90 families
No internally manufactured products like PMS, Fund-of-Funds, equity broking and asset management
No commercial tie-ups with any product providers, fund managers, broking houses, investment banking houses.
The team has common work experience of over 7 years which provides our clients continuity & sustainability of our services
4
Billion USD Advised
90+
Families Advised
7+
Years Team Continuity
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We firmly believe that there are three building blocks for our family office advisory business :-
Firstly we have the Expertise in various domains like investments, family governance, estate planning etc
This Expertise has been honed by decades of Experience which allows us to really structure customised solutions for our clients using our vast learning
Finally we deliver these solutions on a platform of absolute Integrity by making sure there are no conflicts of interest or any biases
According to the SEC’s website, the Form ADV is the form used by investment advisors to register with both the Securities and Exchange Commission (SEC) and state securities authorities. The form consists of two parts. Part 1 of the ADV requires information about the investment advisor’s business, ownership, clients, employees, business practices, affiliations, and any disciplinary events of the advisor or its employees. Form ADV Part 2 requires investment advisors to prepare narrative brochures written in plain English that contain information such as the types of advisory services offered, the advisor’s fee schedule, disciplinary information, conflicts of interest, and the educational and business background of management and key advisory personnel of the advisor. ALL REGISTERED INVESTMENT ADVISORS MUST SUBMIT AN ADV TO THE SEC. It’s relatively easy to find an ADV for an advisory firm or individual advisor you are evaluating – you can either ask them for a copy of the ADV, or you can search for the firm on the SEC’s website and download a copy of the ADV or information about the individual.
A family office is an organization a wealthy family sets up by hiring a wide range of professionals across multiple disciplines – taxes, estate planning, accounting, bookkeeping, investing, etc. – to work for them and help them manage and execute their wealth management activities. By hiring a dedicated team of individuals, a family ensures that only their agenda is driving all of the activities. Many family offices manage budgeting, insurance, charitable giving, family owned business, wealth transfer, family governance, reporting and data aggregation and tax functions for the family they serve. Establishing a family office can be a costly endeavor, sometimes costing more than $2 million a year to run!
Like a family office, multi-family offices tend to be holistic and focus on a broad range of wealth management solutions including investment services, estate and tax planning, family governance and education and risk management. The difference between a single-family office and multi-family office is simple – a multi-family office serves many families, distributing the costs of running the firm. Ideally, multi-family offices should be independent of any financial institution and offer un-biased advice – however, in recent years the term ‘multi-family office’ has become a popular industry term and has been used to refer to operations that are affiliated with large financial institutions, so families should be cautious when choosing the firm they will work with.
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