Family Office Service in India
                     Family Office 
Service
Family Office 
Family Office services are designed Sto emravnagice ean d grow the wealth of high-net-worth 
individuals (HNWIs) and ultra-HNIs across generations 🧾. These services provide a structured 
and professional approach to personal wealth, business interests, and family legacy planning 🧾.
🧾 Benefits of Setting Up a Family 
Office 🧾 Core Areas of Family Office 
• Centralized management of family Services
wealth and assets 🧾
A professional Family Office typically 
• Enhanced privacy, governance, and 
handles:
legacy control 🧾
• Investment Management 🧾
• Customized tax strategies and financial 
• Tax Planning & Compliance 🧾
planning 🧾
• Estate & Succession Planning 🧾 
• Seamless transition of wealth across 
• Philanthropy & CSR Planning 🧾
generations 🧾
• Family Governance & Education 🧾
• Consolidated reporting and decision-
• Risk Management & Insurance 🧾 
making efficiency 🧾
Family Office 
 🧾⚖ Compliance & Advisory SuppSoret rvice 
Setting up and running a Family Office requires expert guidance in:
• Regulatory compliance under FEMA, Income Tax, and SEBI  
• Trust and Will structuring for succession 🧾
• Consolidation of domestic and offshore assets 🧾
• Inter-generational wealth transfer planning 🧾 
For more information or expert assistance about Family Office Services, here are list of 
some of the best firms in India that can guide you through the process:
• Dewan P.N. Chopra & Co
• Desai Hari Bhakt & Company
• SN Dhawan & Company
• Nangia Advisors