Wealth Holding Strategy
& Estate Planning

Each family needs to identify the most suitable wealth holding structure for the family that can withstand the test of legal & tax issues. This requires a proper plan to hold and transfer wealth and has to be ratified on a regular basis in reaction to any regulatory, tax or even family structure changes.

We support the family by:

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Big data analytics visualization technology with scientist analyzing information structure on screen with machine learning to extract strategical prediction for business, finance, internet of things

Holding
Structures

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Future Wealth
Transfer

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Family Ownership
Plan

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Taxation
Planning

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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

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

Copyright Cervin Family Office. All rights reserved. Privacy Policy

Copyright Cervin Family Office. All rights reserved.
Privacy Policy