Life with wealth involves endless details, decisions, and interests to align. While advice is easy to come by, one still needs to implement that advice, manage partners, and ensure everything’s working in one’s best interest.
Moving beyond advice and planning, we executes plans, organizes your affairs, and simplify life. When one prefer a hands-off approach, We are here to take the reins.
We ensure all the moving pieces are aligned and working together, from accountants, legal counsel, and insurance providers to philanthropic initiatives, investment holdings, and succession strategy.
Whether one want to build a new home, start a foundation, or ensure future generations enjoy a comfortable lifestyle, we serve as the first, last, and only person one needs to talk to. As stewards of financial life, we’ll be here to pay bills, care for assets, secure insurance, and answer any questions.
We provide the following services through our team to various family offices’, including the Maheshwari Family and Tainwala Family :
- Investment Management
- Advisory Services
- Estate/Trust Planning
- Insurance Planning
- Real Estate Opportunities
- Private Equity Opportunities
- Angel Investing
- Distributors of Alternate Investment Funds and Portfolio Management Services
- Debt Advisory and Debt Opportunities