Multi-Family Office

What is a Multi-Family Office


A Multi-Family Office acts as a personal CFO or chief advisor to successful families  with a dedicated team of professionals who oversee and manage the complete financial affairs of client families.

With origins tracing back to wealthy 19th century European and American families, family offices have a long history of providing a wide range of highly specialized and custom-tailored services.

Family offices have become known for their unbiased advice and objectivity, and the integration and coordination of the services they provide with those of the family’s other advisors. They provide highly customized service for several generations of the same family.

Families usually engage a family office when their assets have grown to a size where full-time professional management is required or could be beneficial.

why i need a family office

Benefits of the Family Office Approach

  •  Advice is provided with a complete understanding of all the family Assets and Liabilities
  • Services are provided to the entire high net-worth Family
  • It ensures all Family Advisors work together in a coordinated manner toward an integrated wealth strategy of the family
  • It provides benefits of combined purchasing power, allowing for reduced costs
  • Investments are managed in the context of the overall family balance sheet
  • Family office manage and provides you with  day to day documents storage, so you never have to look and worry about losing your important documents 
  • Your Family office complies with all regulatory compliances and taxation matters on your behalf and can coordinate with all regulatory authories with your prior consent
  • Just like a Family doctor, your Family office advise you on all major financial decisions which might impact your financial health

Services provided by a Multi family office

All services under one roof

  • Financial Planning
  • Global Wealth Management
  • Global Compliance
  • Global Taxation Compliance, Annual Financial Return Filing for all Family Members
  • Accounting for Families' and individual family members Assets & Liabilities
  • Record / Documents Management
  • Estate Planning
  • Inter Generational Wealth Transfer
  • Succession Planning-Wills & Trusts