Family Wealth Management

  • We help our client's to set up "Family Office" that will define Family Financial Goals, design a Family Investment Policy and choose the right Investment Managers & Instruments. We present a consolidated performance reporting of various investment managers & investment instruments vis-a-vis the pre-agreed objectives of such managers and instruments. We help families use advanced investment concepts like "Value Averaging", "Debt Laddering" keeping in mind the risk & tax impact of such novel strategies.