Bespoke Family Office Advisory Services
Our unique & flagship offering helps you plan, setup & manage your very own family office. Be it be the decision about your wealth holding structure, or a plan around in-house vs outsourced services, creating a family governance plan, or managing your hard-earned wealth this advisory solution covers all possible needs that you may have.
Our experience of working with over 85 family offices has given us a unique insight into the factors that are important for the success of an efficient family office structure and we use this indepth experience to help you in the journey towards a robust yet flexible family office for you.
Your journey will take you from the initial stages of identifying the need for a family office, understanding your expectations from the platform, getting a buy-in from key members of your family, right down to creating process documents & structure for the governance & Philanthropic platform, creating the investment management platform and surrounding it with a robust Risk Management infrastructure.
Our experience of working with over 85 family offices has given us a unique insight into the factors that are important for the success of an efficient family office structure and we use this indepth experience to help you in the journey towards a robust yet flexible family office for you.
Your journey will take you from the initial stages of identifying the need for a family office, understanding your expectations from the platform, getting a buy-in from key members of your family, right down to creating process documents & structure for the governance & Philanthropic platform, creating the investment management platform and surrounding it with a robust Risk Management infrastructure.
What is a Family Office?
In its most general form, a family offices are segregated team created by a family to meet its unique wealth & investment needs, facilitate creation of a wealth holding strategy, structure a family governance plan & create & manage a formalised philanthropy vehicle. Some family offices also handle the lifestyle & travel needs of the families that they serve.
Our Service Offerings
We add real value to Family Offices by providing our expertise and experience in the following areas:-
Investment
Management
Bespoke planning, structuring, execution & risk management
Wealth Holding Strategy
& Estate Planning
Efficient holding structures and wealth transfer planning.
Family Governance
& Continuity Planning
Structures to ensure family unity & succession planning
Philanthropy
& Social Impact Investing
Planning, structuring the family ‘giving’ platform
Indian Market Advisory
As an global family office or an institutional investor your India allocation can really find a expert partner in CERVIN. Our in-depth India market experience along with our expertise in asset class modelling & assessment and our comprehensive manager selection capabilities honed over many years provides a knowledge platform that can offer you a unique solution to help you create, execute and manage your Indian market strategy. This allows the offshore investors to really gain value from our experience on an absolutely non-conflicted platform.
We can help you in:
We can help you in:
Creating the Indian market opportunity profile for you
Creating a single or multi asset class investment allocation plan
Drafting an investment policy document for your Indian allocation
Manager & product selection using our in-house assessment models
Structuring a product & portfolio risk management platform