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A family office is a private wealth management firm that serves high-net-worth individuals (HNWI).
Family offices are different from traditional wealth management firms, in that they offer a total solution to managing the financial and investment needs of an individual or family.
Do You Need a Family Office?
Whether or not someone needs a family office depends on the extent and complexity of their wealth, as well as the demands that wealth puts on their family. Certain situations may require a variety, or teams, of specialists with access to high-value resources that can address a long list of important issues.
Broadly speaking, those with an investable surplus of Rs 5 crore might consider having a family office.
Vivek Nagpal is an ace personal financial professional. He has more than 18 years of experience across banking, broking & mutual funds. He has worked with large institutions managing public & institutional money.
221-222 Nexus, Nr Spring
Retreat IV, Off Vasna Bhayli
Road. Vadodara 390007.
Gujarat
+91 7041340308
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