Family Office Wealth Management | Families Offices

Family Office

Family businesses require unique wealth management strategies since the individuals involved are connected through bonds that run deeper than business relationships. To manage such affluence, you need an all-encompassing approach, which you can get with the Family Office services. We help you connect with experts who possess the experience to assist family enterprises to safeguard and grow their assets. With the Family Office services, you can manage various affairs of your family seamlessly and build a long-term strategy for the preservation of family wealth.

Why Us?

Digital Access

SBM Plutus, our one-stop solution for all Wealth Management requirements, offers a simpler way to manage your family wealth digitally. With SBM Plutus, you get a multi-dimensional view of your portfolio, interactive analysis and access to Investment Policy Statement (IPS).

Personalised Service

We connect you with experts who are dedicated to preserving the values that connect your business and its stakeholders. You can also reach out to your dedicated Relationship Director at SBM Private should you need more assistance.

Global Network

We serve the global needs of business leaders to grow their business and leverage international standing and facilitate overseas investment opportunities to grow your wealth.

Why You Need A Family Office?

Holistic Wealth Management

Families with substantial assets and wealth require a comprehensive approach to managing wealth which is also tax-compliant, and which provides amplified returns. By establishing a Family Office, you can ensure that every aspect of your family’s wealth and finances is strategically managed.

Maintaining Confidentiality

Family Office services ensure that vital information pertaining to the family’s finances such as the investment portfolio, portfolio of your family’s assets, taxation, philanthropic endeavours, etc., remain discreet. By ensuring such sensitive information is secured in one place and has limited access, Family Office helps safeguard your business.

Transparent Governance

Family Office facilities offer complete transparency when it comes to managing your wealth. A team of experts work with you to provide full disclosure of Wealth Management strategies through convenient communication channels. By fostering trust through transparent governance, your family’s wealth is managed with integrity.

Wealth Preservation

Another important function of Family Office is to employ strategies to preserve wealth so that it can be passed on to future generations without disputes. This also involves incorporating ways to minimise taxes.

Legacy & Estate Planning

A Family Office provides Legacy Planning and Estate Planning Services for conflict-free transfer of generational wealth. Services include ascertaining the beneficiaries, drafting and executing a will, creating trusts, etc.

Family Wealth Education

A Family Office educates future generations about what awaits them and empowers them to successfully manage various complexities. Future generations must be equipped to make informed decisions pertaining to family business and wealth so that wealth keeps growing and they are able to pass down this wealth to their future generations. Family Office helps foster entrepreneurship in the family.

Creating A Multi-Generational Wealth Plan

To ensure a lasting legacy, you need to create a financial plan now so that your family values and wealth are passed on to several generations. This is done by weaving together a multitude of investment and Wealth Management strategies to ensure substantial wealth.

FAQs

Typically, Wealth Management caters to individuals and businesses who wish to grow their wealth to build a substantial corpus and implement ways to preserve it. Family Office caters to family businesses, implements strategies to grow and preserve generational wealth, provides Legacy and Estate Planning solutions as well as educates future generations on managing the family wealth.

Typically, a Family Office helps families manage their overseas wealth by taking into account the taxation and regulatory guidelines.

SBM Private clients can access SBM Plutus via their Net Banking portal. Please connect with your SBM Relationship Director for details.

Let’s Connect!

Family Office

Creating Family Office

Why Us?

Why You Need A Family Office?

FAQs

1. How does Family Office differ from Wealth Management?

2. Does Family Office provide global investment services?

3. How can I access SBM Plutus?

Let’s Connect!