FAMILY OFFICE MANAGEMENT
Your Backend Support in Family Office Management
Financial Management and Accounting
- Bookkeeping
- Virtual CFO
- Vendor Management
- Receivables Management
- Fixed Assets Management
- Banking Operations
Investment Tracking and Reporting
- Consolidated MIS Reporting
- Budgeting and Funds Forecast
- Investment Tracking and Monitoring
- Investment Records Maintenance
Tax & Regulatory Compliance
- Income Tax Compliance
- Withholding Tax Compliance
- Indirect Tax (GST) Compliance
- SEBI / Other Regulatory Compliance
Payroll Management
- Payroll Processing
- Reimbursement Processing
- Issuing Payslips/Salary Certificates
- Employment Taxes and Labour Law Compliance
Corporate Services
- Drafting Resolutions, Minutes of Meetings
- Due Diligence
- FEMA / RBI Compliance
- Filings with MCA
- Shares and Business Valuation
Audit & Assurance
- Statutory Audits
- Certifications
- Compliance Reviews
Financial Management & Accounting
Bookkeeping
Ensuring meticulous recording and categorization of a family office’s financial transactions to maintain an accurate financial picture.
Receivables Management
Monitoring and enhancing the collection of funds due to the family office, optimizing cash flow and investment capital.
Virtual CFO
Offering strategic financial leadership and insights remotely, tailored for family offices to optimize wealth and investment performance.
Fixed Assets Management
Overseeing the family office’s tangible assets, ensuring accurate valuation, and managing depreciation for financial reporting.
Vendor Management
Streamlining a family office’s external engagements with suppliers and service providers to improve efficiency and cost management.
Banking Operations
Handling a family office’s daily financial interactions with banks, from transaction processing to reconciliation and cash flow management.
Investment Tracking & Reporting
Consolidated MIS Reporting
Aggregating and analyzing financial and operational data into a unified report to give a holistic view of the performance.
Budgeting and Funds Forecast
Assisting in creating budgets and forecasting future cash flows to optimize financial strategy and resource allocation.
Investment Tracking and Monitoring
Continuously observing and evaluating investments to ensure alignment with financial goals and risk parameters.
Investment Records Maintenance
Keeping up-to-date meticulous records of transactions and holdings to ensure accuracy and compliance.
Tax & Regulatory Compliance
Income Tax Compliance
Managing Income Tax Obligations Expertly for Seamless Operations.
Withholding Tax Compliance
Managing Withholding Tax Obligations while making vendor payments including foreign remittances.
Indirect Tax (GST) Compliance
Managing GST obligations meticulously, from registrations to filings and reconciliations, for streamlined family office operations.
SEBI / Other Regulatory Compliance
Ensuring adherence to SEBI and other regulatory standards, safeguarding the family office’s investment portfolio.
Payroll Management
Payroll Processing
Calculating and disbursing salaries, wages, bonuses, and deductions for employees.
Reimbursement Processing
Administering the verification and payment of expense claims.
Issuing Payslips/Salary Certificates
Generating detailed payslips or salary certificates to employees as proof of their earnings and deductions.
Employment Taxes and Labour Law Compliance
Ensuring adherence to applicable employment tax requirements and labor laws.
Corporate Services
Drafting Resolutions, Minutes of Meeting
Crafting official records to capture board decisions and discussions, upholding legal integrity and clarity for the family office.
Filings with MCA
Facilitating submissions to the Ministry of Corporate Affairs, preserving the family office’s legal and corporate stature.
FEMA / RBI Compliance
Guaranteeing adherence to FEMA and RBI norms, securing the family office’s global transactions and investments.
Shares and Business Valuation
Ensuring precision and optimizing your financial strategies.
Due Diligence
Conducting thorough checks, safeguarding your financial decisions.
Audit & Assurance
Statutory Audits
Conducting audits as required by law to validate the integrity of financial statements for the family office.
Certifications
Issuing formal attestations regarding the accuracy of financial and other data for the family office.
Compliance Reviews
Evaluating adherence to regulatory requirements and internal policies to safeguard the family office’s operational integrity.
Your Central Coordination Hub
Integrated Agency Collaboration
Direct liaison with established agencies associated with family office.
Resourceful Network Expansion
Ready to extend our network with new specialists tailored to your needs.
Comprehensive Service Integration
From real estate consulting to HR and IT support, we ensure cohesive collaboration.
Adaptive Partner Engagement
Engaging with additional advisors and consultants on-demand for bespoke solutions.
Effortless Connectivity
We streamline your interactions, providing a single touchpoint for all agency communications.