The concept of the Great Wealth Transfer has captured the attention of the global advisory community. Estimated to be in the range of USD 60 90 trillion, is transforming the architecture of wealth ownership and inheritance. This unprecedented shift in capital, primarily from Baby Boomers and Generation X to Millennials

Estate planning and legacy planning may seem similar, but they serve profoundly different purposes. Estate planning primarily focuses on the financial aspects of wealth transfer—ensuring assets are preserved and passed down efficiently across generations. Legacy planning, however, goes beyond financial wealth. It encompasses family values, personal experiences, history, business interests,

In today’s intricate financial landscape, obtaining truly objective advice is akin to sourcing genuine organic food – a universally desired attribute, yet increasingly elusive and costly. Just as discerning consumers seek unadulterated produce, sophisticated families and family offices deserve financial guidance free from hidden agendas. The parallels are striking. The

Why Single Family Offices in India Operate at a Lower Cost Structure Than Their Global Counterparts  One of the most common questions I receive from families coming into liquidity is: “Should we set up our own family office?” While it seems like a simple question, the answer is rarely straightforward.

The financial services industry, especially funds and investment management, holds a certain mystique. Its global reach, spanning diverse businesses and sectors, combined with the presence of sharp minds, cultivates an environment of admiration. This often translates into a ready trust, where investors confidently rely on fund managers, entrusting them with