Family Office Services

Without a single doubt family is of utmost importance to each of us. We help you maintain your family’s wealth in a way which adds value to it. Our services are listed as follows, but not limited to same:

ü  Private Wealth Management

Private wealth management is an investment advisory practice that incorporates financial planning, portfolio management and other aggregated financial services for individuals, as opposed to corporations, trusts, funds or other institutional investors. From the client's perspective, private wealth management is the practice of solving or enhancing his or her financial situation and achieving short-, medium- and long-term financial goals with the help of a financial adviser. We help you maximize returns.


ü  Income Tax Planning & Compliance

We provide tax-planning services that enable you to limit your personal and future tax liabilities. We help you to organize your cumbersome tax affairs, give you reminders of payment deadlines and make sure that all statutory requirements are satisfied.

In case you are about to start a new business, inherit property, travel out of the country or retire from your professional career, you will need advice accordingly. We assist you in taking advantage of opportunities and planning your future.


ü  Risk Management and Asset Protection Planning

Even if you feel indestructible now, putting in place an appropriate risk management strategy to protect your assets is a smart idea. Therefore, we review the potential risks that could threaten a client’s financial stability and recommend ways to adequately cover those risks in the most cost effective manner.  We don’t sell insurance products; we analyze current coverage for appropriateness and adequacy and suggest coverage that would best protect a client’s assets and financial position. 


ü  Estate and Wealth Transfer Planning

Effective estate management and wealth transfer planning enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they're carried out – even if you are unable to communicate.


ü  Expense Management and Financial Reporting

Our team of qualified accountants can help set up and maintain the financial accounting function of your family business. Our firm has broad experience in the area of designing and implementing internal controls surrounding financial management system. We provide timely processing of your financial information that meets the needs of Management and comply with local accounting and tax requirements. We implement process improvements that translate directly into operational efficiencies.



 
     
67724 Times Visited