


Family Office
Family Office
It’s natural for the ultra-wealthy to get attracted to innovative and new products which seem far removed from the retail investments made by the salaried class. Therefore, they often shun commonplace mutual funds, even if a particular mutual fund is the most transparent and well-constructed investment.
Innovation is sophisticated. It is sexy. Perhaps so in other realms such as fashion, technology and entertainment. In investments, there can be no substitute for simplicity. A simple portfolio can be navigated and de-mystified at will. Meanwhile, innovation (you could also say sophistication or complexity) can hide losses and risks. For instance:
Do this according to your risk appetite and target growth rate. The former determines your instruments, the latter your exit point.
The longer the lock-in, the more suspect the claim of the product. No one can sacrifice liquidity in a volatile market. If you find an instrument with zero lock-in, we urge you to study it alertly.
Management fee, carry, taxation and other costs must be ascertained at the earliest to estimate the true rate of return.
Every financial product needs to be treated with suspect till one has had the opportunity to study it thoroughly. If it sounds too good to be true, it probably is. And if the product is rather innovative, be rather watchful.
Plain AAA rated government-backed tax-free bonds perform as good or better than most debt funds across time periods because debt funds are at the mercy of interest rates. Another reason to buy them: the commissions are negligible.
Conduct a physical audit of our client’s portfolio as soon as we begin the relationship. This is to help ascertain and validate the the accuracy of the MIS being received from Wealth Managers.
Background Some of our clientele include prominent Single-Family Offices (SFOs) managing diverse assets across different geographical locations. These clients usually have distinct entities operating under their umbrella and require a comprehensive tax advisory service to optimize their tax liabilities and achieve significant savings while ensuring legal compliance. The objective for such clients is mostly to […]
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