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.
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.
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.