Family offices are private wealth management advisory firms that serve ultra-high net worth investors. Family offices are different from traditional wealth management shops in that they offer a total outsourced solution to managing the financial and investment side of a affluent individual or family. Family offices work collaboratively with a team of advisors from each of the necessary disciplines to ensure the family’s wealth transfer plan is well-coordinated and optimized for its legacy desires.
All your investments - savings account, equity, mutual funds, insurance and other assets are consolidate at one place, to give you clear picture in reaching your financial goals and milestones.
Generate reports on regular time interval, giving broader view to plan strategically on your investments.
Helps families in their legacy planning and management of "The Will”, to protect your family.
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