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Our team is dedicated to guiding families to establish, structure, and grow their family capital.

Regardless of what phase you are in whether it is setting up the family office, structuring governance for an existing family office, or need for ongoing advice and reporting, our goal is always to preserve your family wealth and protect your legacy.

Initial Consultation

  • Learn about the family's philosophy, and the needs of establishing a Family Office or offshore wealth structuring .

  • Understanding the tax domicile and asset ownership of the family.

Structure Review and Proposal

  • Propose corporate structuring both onshore & offshore to determine a structure best suited for wealth management goals.

  • Banking solutions to gain access to cross border wealth facilities.

Governance

  • Investment policy construction, implementation and review.

  • Independent Trustee Advisory

  • Due diligence assessment of commercial proposals.

Ongoing Reporting and Monitoring

  • Comprehensive consolidated reporting on all assets.

  • Periodic review on the overall portfolio and benchmark analysis.

  • Ongoing monitoring of assets & their performance.

  • Adjustments to asset allocations based on requirement and market condition.

Your needs are our responsibility

Our strategy includes core family office services along with specialized external services based on your needs. It offers flexibility, delivers quality outcomes, and eliminates any conflict of interest as it is tailored for each family independently.