About Us
We are an experienced team of professionals bringing deep knowledge and expertise to fulfil the distinct needs of family offices and select offshore investors. As an independent advisory firm built on extremely high standards of integrity we are completely aligned to our client’s needs and work with high levels of privacy and transparency. Our team has a working experience covering over 125 family offices and UHNW individuals with over USD 4.5 bn in financial wealth. Our experience gained through engagement with different types of clients in the family office advisory space allows us to deliver customised advisory solutions to our clients.
Our services align with the clients’ needs for either a professionally managed family office which can handle all aspects of investments, family governance, estate & succession planning or working as an advisor to single family offices to provide our open-architecture advisory platform for the family’s needs. We also provide advisory to select offshore family offices and institutional investors on their Indian market allocations.
Our Values
We enforce absolute levels of Integrity & Ethics in our engagement with our clients and endeavour to go above and beyond the regulatory compliance needed in our business. Our constant endeavour is to maintain the levels of Trust that our clients put in us. We have a zero conflict-of-interest platform which does not maintain any commercial arrangements with any entity whose products or services we use while creating solutions for our clients.
A Bit About Our Name And Logo
The name CERVIN (pronounced as SERVIN) comes from the French name of the iconic Matterhorn peak in Zermatt, Switzerland. The mountain stands independent and tall and has enthused many climbers to test their perseverance and grit by setting foot on the peak.
The three words in our logo signify our promise to our clients – Offering cutting edge Expertise with vast Experience delivered via absolute levels of Integrity. We are of the belief that both expertise & experience has no significance if they do not come along with high levels of Integrity & Ethics.
The three peaks in our logo symbolise our constant endeavour to go higher to be able to reach newer heights while servicing our clients.
What do we Stand for?
We firmly believe that there are three building blocks for our family office advisory business.
Firstly we have the Expertise in various domains like investments, family governance, estate planning etc. This Expertise has been honed by decades of Experience which allows us to really structure customised solutions for our clients using our vast learning. Finally we deliver these solutions on a platform of absolute Integrity by making sure there are no conflicts of interest or any biases.
“We believe that deep Expertise and vast Experience have no value unless they come with absolute levels of Integrity”
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Expertise
Deep expertise in investing, family governance, estate planning
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Experience
Have advised over 125 family offices exclusively as a pure advisor
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Integrity
No conflicts of interest along with highest levels of transparency
Family Business Owners
As a family business owner you have created wealth over one or more generations. This carefully curated wealth needs proper protection and growth plans that can ensure that the future financial wellbeing of your family is taken care of.
As an older generation member you may wish to make sure that the family has enough resources to support the dreams and wishes of the nextgen by segregating the personal wealth from business wealth and managing that with utmost care. You may even wish to create a family governance platform to ensure family harmony and seamless continuity.
You may be a nextgen family member wanting to professionalise your family wealth management platform and expand into the promising space of startup investing with an intention to support entrepreneurship and create wealth for the family.
Our experience of working with numerous family business owners has given us a unique insight into the needs of business families and our advisory solutions fully utilize this experience to ensure high quality advice is delivered to your family.
Entrepreneurs
As an entrepreneur, you may have already created wealth for your family or maybe in the path of doing so. For your journey, you may need an advisor to focus on your wealth protection and wealth creation as you get engrossed in growing your business or planning a liquidity event.
From our experience of advising entrepreneurs, we create detailed life stage buckets making sure that your current wealth pool or future cash flows are properly planned for in advance and all necessary policies and processes are in place.
As an entrepreneur, while you focus on creating business wealth we focus on making sure that you are taken care of. We also support you as you choose social causes that you may wish to support via a philanthropic foundation or help you create a vehicle for creating sustainable ‘giving’ via a social impact investing platform.
Offshore Family Offices And Institutional Investors
As an offshore family office, a pension fund or any other institutional investor you may have the Indian investment opportunity on your radar. You may have either tried investing with a partner or may have tried understanding this market by your own means. We can help you navigate the local markets across all asset classes and create a customised investment opportunity plan for your organisation.
From creating asset class level models to helping you in manager selection we can handhold the process as an advisor. Neither do we have any internal investment products nor are we part of any large investment product organisation. This makes us absolutely free of any conflict of interest and we work purely on a fee basis for your organisation.
