Family Office Services

1. Legacy and Succession Planning
Build a resilient legacy. We design family constitutions, establish trusts, draft wills and implement succession frameworks that enable seamless generational transitions.

2. Grooming the Next Generation
Leadership isn’t inherited – it’s cultivated. We mentor heirs through personalized programs in entrepreneurship, governance and board readiness.

3. Board and Shareholder Review Protocols
Professionalize family governance with standardized board reviews, accountability frameworks and shareholder alignment checklists.

4. Intergenerational Participation in Business and Investment Meets
Curate and facilitate structured family councils, boardroom training and investment committee participation to ensure generational alignment, governance continuity and value-based decision-making.

5. Impact Assessment Processes and Models for Philanthropy
Design and implement frameworks to evaluate the effectiveness and sustainability of philanthropic initiatives. Utilize quantitative and qualitative metrics to measure social return on investment (SROI) and align giving with ESG and SDG goals.

1. Formulation of Strategy for Investments
Turn investment instinct into structured strategy. Our Investment Policy Statement formulation aligns every rupee with your risk appetite, aspirations and family objectives.

2. Global Investment Evaluation
Discover and de-risk opportunities worldwide. From due diligence to currency risk and taxation, we help you navigate international markets with precision.

3. Wealth Manager Identification and Oversight
We are your in-house wealth CFO – coordinating across multiple advisors and ensuring every asset manager acts in your best interest.

4. Strategic Diversification Advisory
Curate bespoke asset allocation models that diversify across geographies, industries, asset types (e.g., alternatives, real estate, private credit) and liquidity profiles to minimize correlation and optimize return-to-risk ratios.

5. Risk Management and Portfolio Derisking
Enhance wealth preservation by identifying concentration risks and introducing structured hedging strategies, insurance overlays and tail-risk protection across asset classes.

6. Tax Optimization and Post-Tax Return Engineering
Design holding structures that legally minimize tax leakages through jurisdictional planning (including GIFT City, IFSC, foreign trusts), dividend optimization, capital gain harvesting and trust-based income routing.

1. Business Valuation and Strategic Reviews
Understand what your empire is truly worth. Our robust valuation process supports business strategy, estate planning and capital structuring.

2. Business Model Development and Financial Architecture
Refine business models, revenue strategies and financial planning systems in line with scale goals, margin optimization and investor readiness.

3. Mergers and Acquisitions (M&A) Advisory
Identify, evaluate and execute strategic M&A opportunities aligned with family business goals. Provide end-to-end support including target screening, valuation, due diligence coordination, structuring, negotiation and post-deal integration planning.

4. Business Exit and Liquidity Planning
Strategically plan and manage business exits to maximize value and minimize tax impact. Support includes valuation readiness, timing analysis, buyer identification, deal structuring and integration of exit proceeds into the family’s long-term wealth strategy.

1. Bookkeeping for High-Net-Worth Families and Special Purpose Vehicle
Financial record-keeping across personal and business investments, real estate, SPV’s or entity and philanthropy – designed for clarity, compliance and peace of mind.

2. Investment Accounting and Treasury Management
Bring control and clarity to complex family investments with treasury dashboards, liquidity management and seamless accounting.

3. Debt Optimization and Wealth Acceleration
Unlock capital. We restructure debt, streamline liabilities and drive your surplus into scalable, risk-adjusted investments.

4. Credit Health and CIBIL Score Management
Monitor and resolve CIBIL/reporting discrepancies, manage authorized users and credit limits and implement score-improving strategies vital for large-scale borrowing or personal credit reliability.