We are an experienced team of professionals bringing deep knowledge and expertise to fulfil the distinct needs of family offices and select offshore investors. As an independent advisory firm built on extremely high standards of integrity we are completely aligned to our client’s needs and work with high levels of privacy and transparency. Our team has a working experience covering over 86 family offices and UHNW individuals with over USD 4 bn in financial wealth. Our experience gained through engagement with different types of clients in the family office advisory space allows us to deliver customised advisory solutions to our clients.
Our services align with the clients’ needs for either a professionally managed family office which can handle all aspects of investments, family governance, estate & succession planning or working as an advisor to single family offices to provide our open-architecture advisory platform for the family’s needs. We also provide advisory to select offshore family offices and institutional investors on their Indian market allocations.