Centrum's Family office platform strives to centralize the focus and control over, not only your family's finances, but also on any taxation, legal structuring and administration issues - as the objective is not just return maximization, but it is also maximization of ease for our clients.
We realise that, over time, assets grow in size as well as complexity with investments happening through multiple entities and across various advisors and service providers. Centrum's Family office team works with all your existing bankers and service providers from 'your side of the table' thereby taking away a lot of demand on your time. We focus our energies on ensuring that the advice coming in from all around fits in with your family's long-term objectives. Our open architecture approach to product selection ensures the best breed of partners and products.
The scope of our services isn't just limited to Investment advisory though but goes much beyond that. We also help our clients with the best of tailored solutions for preserving and passing on the family wealth and legacy. Our Real Estate, Business Advisory and Merchant Banking services ensure that you have a single point contact for taking care of all your wealth, family and administrative needs.
Our Services
Tax & Financial Planning
- Develop tax efficient strategies
- Oversee personal and entity tax returns
- Assist in various accounting and taxation issues relating to investments
Family Legacy & Leadership
- Intergenerational wealth transfer plans and Family governance structure.
- Solutions to Protect, Preserve and Pass-on family wealth and legacy
Philanthropy
- Support family's philanthropic vision
- Guidance on suitable structures for giving back to the society
Trust & Estate Service
- Succession and estate planning provides security to your family addressing several issues like personal, business, health
- In today's dynamic life, a smooth and a basic transition plan is always recommended to be in place.
- Estate plan may have many components: a Will, a Private Trust, Gift, power of attorney or a combination thereof.
- The optimal solution is provided depending upon Client's specific requirement.
Ancillary Services
- Whole host of services from record management (document digitisation) and art insurance to corporate solutions (fund raising, M&A advisory etc)