Institutional-grade wealth stewardship for families that have outgrown individual advisory. Shared family office from INR 25 crore, dedicated from INR 100 crore — investment, tax, estate, insurance, and philanthropy under one roof.
Multi-family office services from INR 25 crore AUM. 50-75 bps fee or INR 5-15 lakh annual retainer. Access institutional-grade infrastructure without the overhead of a dedicated team.
Single-family office setup from INR 100 crore AUM. Full team — CIO, tax head, estate lawyer, insurance specialist. Your own infrastructure, your own strategy.
Multi-asset portfolio construction across equity, debt, alternatives, real estate, and private markets. Consolidated reporting across all custodians and asset classes.
Multi-entity tax planning, advance tax management, FEMA compliance for NRI family members, and regulatory filings across jurisdictions.
Family governance frameworks, shareholder agreements, next-generation onboarding, and family constitution drafting. Business succession distinct from personal estate planning.
CSR advisory, Section 80G trust setup, impact investing strategies, and donor-advised fund structuring for families that want to give back systematically.
Free Resource
Is your family ready for institutional-grade wealth management? 5-question assessment with personalized recommendations.
A family office is a private wealth management firm serving one (single-family office) or multiple (multi-family office) ultra-high-net-worth families. It goes beyond investment management to include tax planning, estate structuring, philanthropy, next-gen education, and concierge services. India has approximately 350 family offices, growing at 20%+ CAGR.
Our shared family office services start at INR 25 crore investable assets. Dedicated (single-family) office setup requires INR 100 crore+. Shared MFO fees are 50-75 basis points of AUM or INR 5-15 lakh annual retainer. This makes institutional-grade wealth management accessible to affluent families who don't need a full in-house team.
A wealth manager handles investments. A family office handles everything — investments, tax, estate planning, insurance, real estate, philanthropy, governance, and next-generation planning. It's a comprehensive stewardship model designed for families with complex, multi-generational wealth.
Book a free 30-minute consultation. We'll assess your situation and create a personalized roadmap. No commitment required.