Our Family Office offering is for our larger clients whose objective is to have a centralised management function for each or all the family members. Our personalized family office solutions are designed to meet the dynamic needs of large families combining, investment planning, legacy planning and administrative services. Our structure enables constant, direct and strategic oversight of a family member or a representative of the family such as a trustee or administrator.

Wealth Advisors’ Family Office typically consists of three parts:

Investment Office

The investment office's scope of activities starts from formulation of an investment policy that reflects the family's objectives. This office offers advice and execution of investment-related transactions, in India and outside. Advice-only is also an option here, with execution of transactions being done through third parties. All investment solutions are customised and built-to-suit each family/family member.

Accounting , Audit
& Taxation Office

This office takes care of all the accounting requirements of the family, investments-related or otherwise, gets them audited and does all the work that needs to be done in connection with filing of tax returns and assessment. For these services Wealth Advisors engages expert external partners, who have vast experience in this area.

Service Office

The services office takes care of family governance, financial and investment education, mentoring, philanthropy co-ordination and succession planning.

Clients in this segment are those who require governance structures to manage large private fortunes. Our family office clients require exclusive services beyond investment management such as tax and estate planning, intergenerational wealth transfer and philanthropy planning.

Our clients in this segment, by virtue of having a very large financial estate spread across multiple family members, need the combined expertise of financial, risk management, tax experts and legal consultants.

We work with some of India’s most prominent families, endowments and trusts through our family office division.

Wealth Advisors’ Family Office has a unique service offering combined with an effective team that can deliver what is promised. A favorable blend of experience and youth, the team has resources and capabilities across market segments and investment vehicles.
Unbiased and objective advice, with creative solutions to financial, investment and other family-related issues
Single-point clearinghouse for financial, investment, accounting, taxation and estate planning issues - integration of various functions
Advice from a specialized and professional team with diverse backgrounds and skill sets
Ability to create a well-thought out and documented investment policy and process, including fund manager / service provider selection
Ability to show the consolidated ‘big picture’ - consolidated performance reporting
Access to ‘best-in-class’ bankers, custodians, auditors and other service providers
Access to products that are only available to high net worth families
Peace of mind that the Wealth Advisors Team is taking care of the complex requirements of the family and keeping an eye on the various advisors that are involved, and is being monitored for compliance and controls
Comfort in knowing that the Wealth Advisors Team is working for you and looking out for your best interests; not selling a product or steering you for its profit
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