Family Office

Right Horizons Service

Family Office Advisory

What is a family office?

A family office service provider is a private wealth management firm that offers a range of personalized services that go way beyond financial planning and investment management for families with significant wealth.

At Right Horizons, we offer family office services to families of business houses / ultra high networth individuals that manage a substantial amount of wealth as they are always in need of legal, structuring, reporting, tracking and financial advice. Our team has experience working with a number of family offices in India. We work with tax and legal experts to ensure all procedures and processes flow smoothly.

Purpose of the family office

It is a dedicated solution for the complex management of family office wealth management. It is a vehicle that supports the family in the day-to-day administration of the family’s affairs and long-term strategy. We have the right expertise and resources to work with family offices on legal and tax-related matters.

Our Services

Our family office services mainly look at 4 areas which broadly include the following sub-services:

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Compliance

Legal Advisory, Legal verification of Physical Assets & Support on Litigation issues.

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Wealth Management

Our Services include Family office wealth management, Risk Management, Asset Allocation, Investment Advisory, and Cash Flow planning for family houses, including private family offices.

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Report & Control

Accounting & Reporting, Tax Filing & Tax Records maintenance, and managing and Tracking of Investment services to family offices in India.

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Estate Planning

Our Services include Will Creation, Estate Planning, Registration of Trust, and Executor Services for the distribution of assets.

Let’s discuss your unique financial goals. Schedule an appointment with our Relationship Manager