Family office Unified wealth hub: Streamlining your legacy and assets

Our family office provides a fully outsourced service, covering investment management to legacy planning. With a focus on families overseeing wealth exceeding INR 50 Crores, we consolidate family wealth professionally, aligning investment choices with unique objectives and risk tolerance. Our role includes selecting top-tier asset managers and strategies, crucial when multiple managers handle significant private wealth. Our approach involves attentive listening, comprehensive analysis, and an investment charter as a guiding principle for the family's financial legacy.

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Comprehensive family office services

- Covers investment management to legacy planning.
- Tailored for families overseeing wealth exceeding INR 50 Crores.

Professional wealth consolidation

- Expertly consolidates family wealth under a managed umbrella
- Aligns investment choices with unique family objectives and risk tolerance

Top-tier asset management

- Selects top-tier asset managers and strategies
- Crucial for families with multiple managers handling significant private wealth

Personalized and proactive approach

- Involves attentive listening and comprehensive analysis for personalized solutions

- Formulates an Investment Charter as a guiding principle for the family's financial legacy

- Prioritizes proactive communication and fosters transparent, collaborative relationships

- Emphasizes personalized solutions tailored to each family's unique dynamics and aspirations

Connect with our specialists

For more detailed information and to discuss how our family office can serve your unique needs, please reach out to us. Our experts are ready to provide you with the highest level of service and support.

Unlock the advantage of our family office services

Our family office services are designed to streamline your wealth management experience, providing a comprehensive suite of benefits that cater to your needs. 

  • Custom strategies to grow your wealth in line with your risk preferences and financial goals.
  • A unified view of all your investments and financial affairs for easy monitoring and decision-making.
  • Expert guidance to ensure your legacy and assets are managed according to your long-term wishes.
  • Access to bespoke investment options typically reserved for institutional investors.
  • Direct access to a dedicated team of financial experts who understand your unique situation.
  • Proactive identification and management of potential risks to your wealth.

At LGT Wealth India, our family office ensures the enduring prosperity of your family's wealth, with strategic planning in succession, governance, Wealth consolidation, and risk management.

Nimish Shah Managing Director, Family Office and Portfolio Analytics
Nimish Shah
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