The Concept

THE TRUST OF A FAMILY MEMBER. THE EXPERTISE OF A PROFESSIONAL.

A family Office is a professional entity that manages the financial and investment aspect of a family. There are two types of family offices, single family offices and multi-family offices. They differ in that single family offices serve one family while the multi-family offices pool their resources to service multiple families. Their main aim is to preserve and enhance the clients' wealth and be responsible for wealth transfer and management through generations.

Arguably a brainchild of one of the world’s greatest families, the Rockefellers, the concept of Multi Family Office has continued to gain prominence among similar families across the world. In a nutshell, a multi family office is your financial trustee – a consulting firm that combines personal service of a family advisor with expertise of an investment firm.

As is drawn from this illustration, a multi family office typically adopts an ‘Open Architecture Model’ to maintain flexibility in servicing each client’s specific requirement. This also helps in maintaining objectivity and independence of advisory.