Family offices are Private Wealth management advisory services to high-net-worth individuals or group of individuals to manage the financial and investment affairs of an individual or family, incliding services such as managing property related issues, accounting & payroll, management of legal affairs, family governance, finance, investment, philanthropy coordination & succession planning.
- Wealth management & Investing- to address & enhance the return and achieving the financial goals.
- Tax planning & compliance- to efficiently plan and minimise present & future tax liabilities. Assistance to manage tax affairs, attend compliance deadlines.
- Risk management & asset protection - to protect & manage Networth and financial stability.
- Estate and inherritanc planning - to manage finacial affairs & smooth succession by the intended benificiary.
- Financial reporting & administrative matters- to set up the financial accounting functions with internal controls, prepare periodic reports to take rquired decisions & administrative support.
- Regulatory compliances - to meet various regulatory compliances.