Family office services refer to a comprehensive suite of wealth management and services provided to ultra-high-net-worth individuals and families, aimed at preserving, growing, and managing generational wealth.
As AKM Wealth Pvt. Ltd., we extending Family Office Services to our clients addresses the growing need for sophisticated, customized wealth management and administration for affluent families and entrepreneurs. These services position your firm as a trusted, long-term partner for multi-generational financial goals and legacy preservation.
Comprehensive investment solutions designed specifically for Non-Resident Indians
Holistic investment solutions, asset allocation, and portfolio monitoring bringing together mutual funds, real estate, private equity, and alternative assets.
Helping clients establish trusts, Wills, and succession plans to ensure smooth intergenerational transfer of wealth and continuity for family businesses.
Strategic planning for tax efficiency in investments, inheritance, and gifting, including support on evolving regulatory requirements and global reporting standards
Unified wealth reporting—providing a single window to track assets, liabilities, investment performance, and risk across multiple accounts, geographies, and family members
Guidance on charitable goals, foundation setup, compliance, and aligning investments with family values for maximum societal benefit.
Framing family constitutions, governance structures, and facilitating communication and education for younger generations to promote harmony and informed stewardship.
Assistance with legal documentation, concierge and administrative tasks, travel management, estate property administration, and more for a seamless experience.
Evaluation and management of risks across assets, businesses, and personal liability, including optimal insurance structures.
Supporting cross-border investments, citizenship/residency planning, and compliance with international standards for clients with global interests.
We expertly manage every aspect of your financial life with professionalism and care.
Personalized Attention: A dedicated relationship team combining financial, legal, and administrative expertise to oversee your family and business interests.
360° Wealth Platform: Integrated investment, regulatory, legacy, and lifestyle solutions—all in one place
Future-Proof Planning: Proactive support for evolving family needs, business succession, cross-border issues, and next-gen leadership.
Tip: Regularly review and update this content to reflect regulatory/market changes and evolving client needs.
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Find answers to common questions about our consulting services and process.
Family Office Services offer comprehensive, personalized management of your family's financial, legal, and personal affairs, including investment management, estate planning, and administrative support, in one integrated platform.
Primarily high-net-worth families, business owners, NRIs, and affluent individuals seeking customized wealth management, succession planning, and legacy preservation.
Traditional wealth management focuses on investments. A Family Office covers investments plus legal, tax, family governance, philanthropy, and personal/lifestyle needs—offering a 360° solution.
You receive a single dashboard view, performance analytics, and simplified decision-making—enabling holistic risk management across all your holdings.
Absolutely. We advise on trust/Wills, family constitutions, leadership transitions, and dispute resolution for smooth continuity.
Yes, our team ensures all investments comply with Indian and global tax laws, reporting (like FATCA/CRS), and regulatory changes.
We facilitate education on wealth stewardship, include them in governance, and design tailored programs to ensure values and vision are carried forward
We help design giving strategies, set up foundations/trusts, and align impact investments with your family’s values and legacy goals.
Absolutely. Client confidentiality and data security are core to our approach—each family gets a dedicated team with strict protocols.
Contact our specialist team for a confidential assessment; we’ll co-design a roadmap tailored to your family’s objectives and help with seamless onboarding
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