FAMILY OFFICE SERVICES
Created to meet the needs of Ultra High Net-worth Investors, Family Offices function as Private Wealth Management Advisory outfit. A Family Office is a comprehensive solution to manage your family 2019 financial and wealth affairs.
RANGE OF SERVICES
The Scope of the Family Office is significantly broader than a Pure Investment Advisory. In addition, it facilitates the provision of other Value Added Services to provide a complete solution.
FAMILY OFFICE SERVICES CHART
There are multiple teams working with the Certified Financial Planner for managing each clientu2019s portfolio, ensuring every single individual working on clients portfolio is an expert, thus giving best possible recommendations and service for each client.
REFERRAL FOR PHILANTHROPY SERVICES
Simply u2018Writing a Chequeu2019 is becoming an outdated model of charitable giving, as philanthropists are increasingly seeking measures to evaluate the impact and success of their giving.
