Family Office Services
Your family wealth. Managed with clarity.
Managing family wealth isn’t just about investments. It’s about planning, governance, reporting, tax, and long-term clarity.
Most families struggle because their personal and business finances are scattered across banks, advisors, and documents — making decision-making slow and stressful.
Our Family Office Services help you centralise oversight. From investment reporting and tax planning to compliance and succession, we ensure your wealth is organised, protected, and aligned with your long-term goals.
You get peace of mind, transparent reporting, and a team that treats your wealth like its own.
What We Do
Net-Worth & Asset Reporting
Clear, consolidated reports of all assets — real estate, equities, business interests, deposits, and global holdings.
Tax Planning & Compliance
Strategic tax planning and timely filings to ensure efficiency across income, capital gains, trusts, gifts, and cross-border wealth.
Investment Structuring & Coordination
We coordinate with wealth managers, portfolio managers, and banks to ensure your investments align with your goals and risk appetite.
Family Budgeting & Cashflow Planning
Practical tracking of inflows and expenses so your family maintains clarity on lifestyle needs and liquidity.
Estate & Succession Planning
Guidance on wills, family trusts, and structures that ensure smooth transition of wealth across generations.
Compliance & Documentation Management
Organising critical records, renewals, assessments, and regulatory filings so nothing falls through the cracks.
GST Audit & Health CheckProperty & Real Estate Oversight
Support with property record management, documentation, rent oversight, tax workings, and transaction assistance.
Philanthropy & Trusts
Setup, compliance, and reporting for charitable trusts, 12A/80G, and philanthropy vehicles.
NRI Family Support
Tax, property, and compliance coordination for families spread across geographies.
When wealth grows, so does complexity.
Multiple investments. Multiple properties. Multiple advisors.
Inconsistency and poor documentation can quietly erode returns and create disputes later.
A structured family office offers:
• Clear visibility of family wealth
• Better tax efficiency
• Reduced compliance risk
• Streamlined decision-making
• Smooth inter-generation transition
• Long-term wealth preservation
It’s not about managing money — it’s about securing your family’s future.
• Independent, unbiased advice
• Consolidated reporting with real clarity
• Deep tax + structuring expertise
• One point of accountability
• Focus on privacy + confidentiality
• Ability to work across borders
• Experience with multi-asset, multi-entity families
We simplify complexity so your family can focus on what truly matters.
Who We Help
Salaried individuals
Freelancers
SMEs & startups
Companies & LLPs
Trusts & NGOs
Pharmaceuticals & Life Sciences
Mining & Metals
Defence & Aerospace
Engineering & Fabrication
Maritime & Shipping
Import–Export Houses
Renewable Energy
Travel & Tourism
Event & Exhibition
Sports & Recreation
Leasing & Renting
Luxury Goods
Biotech & Research
Antique & Art
Real Estate
FAQs — Direct Taxation
A family office is a dedicated advisory and administrative support structure for managing a family’s wealth, compliance, reporting, and succession.
If your assets or finances feel scattered or require coordinated oversight — yes. A family office brings structure, control, and peace of mind.
We don’t sell products. We coordinate with your wealth managers and provide oversight to ensure alignment and reporting integrity.
A CA focuses on tax + compliance. A family office covers a wider role — consolidating wealth, reporting, governance, succession, and coordination.
Even mid-sized business families benefit from structure, reporting, and tax planning.
Absolutely. Privacy is a key part of our service model.