Family office structures, succession, reporting, and cross-border affairs, for families and NRIs.
Think
Decide the structure before the money arrives.
- Family office structure & governance: LLP, trust, company, or hybrid, with charters and policy sets
- Succession & estate planning coordination: wills, trusts, roles
- Investment policy statements: allocation rules, rebalancing discipline
- Philanthropy & CSR strategy: giving policy, vehicles, impact logic
The structure decision is a tax, control, and succession decision at once. We score the options on all three, across India, the GCC, and the US.
Transform
Stand the office up.
- Entity setup & documentation, coordinated across legal, tax, and banking
- Consolidated reporting stack: templates, data flows, one dashboard for the whole balance sheet
- Risk & controls for family offices: access, approvals, logs
A family office that is operational before the liquidity event, not retrofitted after it.Packaged: Family Office Launchpad →
Operate
Run the office quietly, every month.
- Family-office reporting & compliance ops: reports, reconciliations, filings calendar
- Family-office secretariat: trust and board meetings, minutes, resolutions
Governance and compliance running from day one, with one partner accountable to the family.
Private clients & NRIs
One firm across every border you live on.
- Cross-border personal taxation: India, GCC, and US filings on one calendar
- Asset registries & consolidated reporting for globally spread holdings
- Return and relocation planning: residency, remittances, exit
- Dispute support and assessment representation
For NRIs and internationally mobile families: no double-tax surprises, and no coordination burden left with you.
A worked example
This is the entry point into a much deeper practice: which combination of trust, LLP or company, and Section 8 entity actually fits a family's control, succession, and tax priorities is covered stage by stage on our dedicated Family Office hub, alongside the full setup sequencing, reporting operations, and cross-border tax mechanics.
Common questions
What’s the first decision a family office needs to make?
The structure (LLP, trust, company, or hybrid) since it’s a tax, control, and succession decision made at once; we score the options across India, the GCC, and the US before anything is set up.
Do you handle NRI cross-border tax filings, not just family office structuring?
Yes. Cross-border personal taxation across India, the GCC, and the US on one calendar, plus return-and-relocation planning around residency, remittances, and exit for internationally mobile families.
Is the office set up before or after a liquidity event?
Before, ideally: the goal is a family office that’s operational before the liquidity event happens, not retrofitted afterward under time pressure.
Wealth, structured before it needs to be.
Structures, succession, reporting, and NRI affairs.
Talk to us →
Start a conversation about this.
Five business days from first conversation to a written, fixed-fee proposal. The cost is known before the work begins.