We understand better than most, the pressing need for knowledge assets. One of the biggest challenges for successful families is empowering the younger generations to manage wealth & carry on the family business. Right Horizons has created a community of clients and resources to meet this need.
Flourishing strategies must integrate family investment plans with personal, philanthropic and financial goals. To achieve this we support self directed investors and family offices, offering world-class resources like education programmes, peer networking, benchmark studies and a direct investing network.
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The right hands taking care of your legacy
We’re a reputed financial planning & wealth advisory firm, with over 20 years experience in partnering UHNI clients & Family Offices, in Bangalore and other cities.
Our extensive network includes best-in-class legal advisors, real estate consultants and finance professionals, enabling us to deliver all Family Office related services through a single window.
Our operations are led by an expert team of highly qualified professionals like CFAs, CFPs and IIT graduates.
Our work with the ‘bloomer’ generation has helped us gain in-depth insights on client needs, perspectives and outlook to wealth & legacy. This helps us deliver sharper solutions.
Our advisory services come from a knowledge-driven culture, with meticulous attention to research and facts. We plan beyond finance, and prepare for everyday events that could impact our clients.
We are 100% aligned to client needs and are product & asset class agnostic. Right Horizons has rigorous in-house metrics to shortlist products & strategies that meet client requirements.
Right Horizons has a strong and reputed investment arm that manages and distributes top-performing PMS products.
We identify the best investment options at optimal prices that also offer superior tax benefits to our clients.
We use a four step process to create a financial roadmap that meets current and future aspirations. Our experience has proven that this approach can be tailored to address specific timing and deliverable needs as per the unique goals of each family.
Comprehensive review of documents, interviews with family members, staff and key advisors.
Recreate the overall picture and benchmark existing enterprise against industry best practices. Work with select family leaders to define strategic objectives and brainstorm on wealth creation models.
Review options and models and prioritize next steps to develop an implementation strategy.
Work with a concrete roadmap, that is continuously revised, evaluated and adapted as the family and financial scenarios evolve.
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