Family offices in India offer the following services:

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Family offices provide comprehensive management of assets and investments for UHNIs.

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Creating customized plans for financial goals and risk management.

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Strategies for smooth wealth transfer across generations

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Optimisation of tax positions and compliance with regulations.

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Family offices often support families in their philanthropic endeavors. They assist in charitable giving and societal contributions.

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Advice on legal matters and regulatory compliance

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Identification and mitigation of potential risks to wealth

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They provide personalized assistance with daily tasks and lifestyle needs.

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Establishment of frameworks for decision-making and succession planning

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Know more about family offices here

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Family offices in India offer the following services:

Family offices provide comprehensive management of assets and investments for UHNIs.

Wealth Management

Creating customized plans for financial goals and risk management.

Financial Planning

Strategies for smooth wealth transfer across generations

Estate Planning

Optimisation of tax positions and compliance with regulations.

Tax Advisory

Family offices often support families in their philanthropic endeavors. They assist in charitable giving and societal contributions.

Philanthropy & Social Impact

Advice on legal matters and regulatory compliance

Legal & Compliance Services

Identification and mitigation of potential risks to wealth

Risk Management

They provide personalized assistance with daily tasks and lifestyle needs.

Lifestyle & Concierge Services

Establishment of frameworks for decision-making and succession planning

Family Governance

Know more about family offices here