For the super rich, wealth is not just about living well, having enough to own almost anything, visiting any place or buying just about anything. It is not just about security, either. It is about having the chance to leave a legacy of wealth to their children or heirs for the generations to come.

The way to ensure this is to have your own personalised Family Office. A Family Office aggregates and channels resources to facilitate a common interest in financial planning, asset protection, family philanthropy, succession and a host of other needs, which sometimes, can even extend to lifestyle needs of wealthy families.

The concept of a Family Office is fast taking hold in India, as families seek help from professionals to manage the complexities of the family’s wealth. The two catalysts to this phenomenon is a new generation claiming old wealth and an entirely new generation of wealth being created.

Karvy Private Wealth offers a variety of services that streamlines the process of managing and growing the family wealth in a hassle free manner.

Family Office Services

• Financial risk-return management
• Coordinated tax, trust and estate planning
• Legal services
• Family governance
• Education of younger generations
• Legacy planning / philanthropy
• Accounting and reporting
• Family business governance