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.

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:-


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

& 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:

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

Cervin Family Office & Advisors Pvt. Ltd.

R-Tech Park, 13th Floor, Regus CB36/37,
Nirlon Knowledge Park Lane, Goregaon-East,
Off. Western Express Highway,
Mumbai 400063, Maharashtra, INDIA

Phone: (91) 22 44764663

Email :

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Nearest SEBI Office

Securities and Exchange Board of India
G Block, Near Bank of India, Plot No. C 4-A, G Block Rd,
Bandra Kurla Complex, Bandra East, Mumbai 400051

Cervin Family Office & Advisors Pvt. Ltd.

    • CIN Number : U74999MH2019PTC324434
    • SEBI Investment Advisor Registration : INA000015385
    • Type of Registration : Corporate
    • Validity : Perpetual
    • Principal officer : Mr Rohit Karkera

Complaint Status (October 2021)

    • Beginning of the month : 0
    • Received during the month : 0
    • Resolved during the month : 0
    • Pending at the end of the month : 0
    • Reasons for pendency : NA

Cervin Family Office

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Cervin Family Office & Advisors Pvt. Ltd.

    • CIN Number : U74999MH2019PTC324434
    • SEBI Investment Advisor Registration : INA000015385
    • Type of Registration : Corporate
    • Validity : November 2022
    • Principal officer : Mr Rohit Karkera

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