A few good years had resulted in a hefty cash surplus for a mid-sized manufacturing company in Pune. The promoter’s family also had personal investments in mutual funds, real estate & unlisted shares. When the CFO and the family sat down to review the overall picture, they realised that the company balances, personal holdings and succession intentions were being managed in separate silos. The resulting discussion revolved around company wealth management — a field that connects corporate capital decisions to the long-term financial health of the business and its owners.