4 Factors Why Wealth Management is necessary for Family Offices

Family offices are an outsourced solution for financial and investment management of affluent families or individuals. Primary factors to establish a family office include: need to preserve family wealth, consolidation of assets, ensuring transfer of wealth to future generations and dealing with unexpected liquidity influxes. Private wealth management advisors are employed by family offices to review...

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Understanding the Different Family Office Templates

Initially set up by the ultra-wealthy families such as the Fricks, Vanderbilts and Rockefellers, the concept of family offices has moved on this side of the globe as well to associate itself with giant names such as the Bajajs, Munjals, Premji, Wadia, and Ambani, among others in India. After all, the need for family offices in India is growing at a rapid pace with the proliferating number of HNWIs...

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Managing Wealth with Family Offices in India

Did you know how many Indians were there in the Forbes top 100 billionaire’s 2014 real time ranking list? There were 4 names including those of Mukesh Ambani, Dilip Sanghvi, Laxmi Mittal and Azim Premji in the top 100.In fact, Ambani presently holds the 27th position in the list which means that he has also made it to the top 50 billionaires globally. We all know that gaining wealth is tough but after accumulating such wealth the toughest job is to maintain it. As the value of money...

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