Family Office, Multi Family Offices, family office advisor, global family office, setting up a family office

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 70 family offices and UHNW individuals with over USD 3.5 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.

Our Logo & Name

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.

The name CERVIN 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.

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