- Business Plan & Business Modelling
- Board Presentation Review
- Succession planning support & structuring
- Asset Allocation study & recommendation
- Vision Roadmap Consulting
- Target screening & identification
- Financial modelling
- Valuation analysis
- Mergers and acquisitions advisory
- Listing services
- Due diligence
- Valuation services
We have seen a huge increase in the number of family offices in recent years because of rising global wealth supported by strong liquidity, buoyant capital markets and rapid growth of tech-led businesses. It has gained huge popularity in recent years and has become an important part of the overall financial services ecosystem. Over the years, Family offices have become more structured and institutional in managing the family assets and wealth. Apart from family members running and managing the family office, few of them have hired professionals to advise them and are also using third party advisors for various support services. While not many of them may have been able to fully professionalise the family office operations, there is a large pool of clients looking to take this journey as these family offices grow bigger in size and the investment world is becoming more dynamic and volatile.
We understand the importance of having a strong family office support team who can work alongside the family office so that you can focus on the core objective of creating wealth for the family members. Our team is capable of providing end-to-end family office services ( family office support services) covering business strategy, investment support and advisory on portfolio management and exit.. We are associated with the financial research industry for more than a decade, working with multiple Fortune 500 clients. Our solutions have supported specialized investment funds and family office funds across the lifecycle. Our solutions have supported specialized investment funds and family office funds across the lifecycle. Our analysts worked on numerous assignments covering the entire investment lifecycle from target screening, deal evaluation, investment, monitoring and exit.
Our Financial Center of Excellence continuously innovates and creates research solutions for investment funds and family offices enabling efficient financial decisions and contributing to incremental returns.