Introduction

  • Family Office is a private wealth management advisory service offered to ultra-high net worth investors to centralize focus and control over family finances, legal matters, tax and administration issues. It is an outsourced solution to manage the financial and investment affairs of individuals or families. It works to provide the best solution for building, preserving and transferring family wealth. A family office can be a single family office or a multi-family office. A single family office only supports one family, whereas a multi-family office supports at least two families.

  • Family Office is most commonly utilized because assets have grown in size and complexity, which demand a full-time professional management team to work according to each family’s preferences and goals. As no two families are identical and the same goes for family offices, our team understands that every family is different so we provide personalized advice to establish and operate your family office and grow and preserve your energy. Our team takes time to really get to know you and your family’s specific goals and challenges and work accordingly.

  • The Legal Bank team of professionals from Legal, Insurance, Investment, Estate, Business and Tax disciplines aims to provide customized planning, advice and resources, in order to confront several obstacles and maximize our clients legacy including confiscatory estate taxes, complex estate laws, and complicated family or business issues. A family may wish to create a formal distinction between family wealth and the assets of the family business to ensure financial risk diversification and improving transparency and corporate governance of the family business.

FAMILY OFFICE SERVICES

  • Created to meet the needs of Ultra High Net-worth Investors, Family Offices function as private wealth management advisory outfits. A Family Office is a comprehensive solution to manage your family’s financial and wealth affairs.

  • Family Office proposition goes much beyond managing wealth. It provides a solution for building, preserving and transferring family wealth and legacy. Key Highlights of the Family Office are

  • 1. Your ‘Personal CFO’ with 360 º visibility

  • 2. Work with all your existing bankers and service providers from ‘your side of the table’

  • 3. Open architecture philosophy with access to best-in-class solutions across the market with no bias

  • 4. Organizational accountability & continuity

  • 5. Independent advice aligned with your interests with benefits of the larger institution when required

  • 6. Complete fee transparency
  • 7. Institutional ownership of relationship with sufficient checks and balances

RANGE OF SERVICES

  • The scope of the Family Office is significantly broader than a pure investment advisory. In addition, it facilitates the provision of other value-added services to provide a complete solution. This ensures that you, as a Family Office client have a single point contact for taking care of wealth, family and administrative needs.

  • At The Legal Bank we provide a diverse range of services for Ultra High Net-worth Individuals (UHNI) families:

  • 1. Wealth Advisory and Investment Services

  • 2. Banking and Credit

  • 3. Estate Planning Services

  • 4. Consolidated Reporting

  • 5. Referral for Philanthropy Services

  • 6. Professional, Taxation and Administrative Services

  • 7. Concierge Services

  • You can become our partner for excellent family office management. Thelegalank is working in Jaipur, Dehli, Mumbai, Bangaluru, India, France, Asia Pacific and all over the world.

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