FAMILY OFFICE ADVISORY AND SUPPORT

The concept of family office prevailed in India among very few business groups that too in a very traditional manner wherein the promoter or trusted team members were responsible for management of promoter’s wealth and promoter group entities. Over the years, the landscape of family office has significantly evolved and young generation business tycoons are entering millionaire club. With the new Gen X/Y/Z business stalwarts coming out with new business models and ever- changing tax and regulatory framework, newer opportunities, complex financials products and global investment landscape has further fuelled the demand for dedicated family office led by experienced professionals and also seeking support of professionals providing family office advisory. 

We at Artes combine different skill sets and more importantly act as promoter’s trusted non-conflicted advisor by acting as CFO for the family and provide best in class support to protect interest of promoters by partnering with various specialised professionals. 
We provide holistic services to our clients ranging from:

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Estate planning: Advising on transition of estate in the most tax and regulatory efficient manner and also implementing the same.

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Succession Planning: Advising on ownership structure and succession of family business from thought to finish. 

Setting up and Supporting Family Office: Advising and assisting in setting up family office including developing systems & processes for efficient functioning thereof.

Tax efficiency in Family Office:  Evaluate the existing group structure, pool of assets/investments, fund flow position, liquidity, of funds, management & control and advise clients on achieving overall tax and compliance efficiency and ease of doing family business. 

Tax & Regulatory planning, compliances and reporting:  Entire range of tax & regulatory advisory and compliance services customised as per the requirements of the family.

Global services: Advisory for overseas migration and residency planning, global investments and business structuring, offshore vehicle planning & implementation, foreign reporting and compliances.

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Philanthropy: Advice and support in relation to philanthropic organisations, Charitable Foundation, CSR strategies aligned with family business and ethos and regulatory compliance to achieve philanthropic objectives of the family.

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Accounting and Documentation: Complete end-to-end support for accounting, documentation, audit support, coordination with other advisors and presenting MIS dashboard on regular basis to facilitate stakeholders to take informed and timely decisions. 

We provide one-stop solution for every need of the family by acting as “Trusted Manager” as well as arranging services of required professionals like, investment bankers, wealth managers, bankers, insurance agents, valuers, real-estate advisors and overseas consultants to provide best-in-class service to our clients and also keeping interest of clients at the “Centre” in everything we do.