Multi Family Office

No Image
No Image
Wealth Management

Asset class & product agnostic wealth strategies

No Image
Direct Private Investments

Curated private investment opportunities

No Image

End to end accounting with book keeping

No Image
Tax Planning

Tax Strategy, planning and filing

No Image
Real Estate

Advisory & management

No Image
Estate Planning

Succession & Liquidity planning

No Image

Strategy for philanthropy, social/impact investing

Who Needs a Family Office?

  • Business Owners/Founders /CXOs
  • Private Equity/Venture Capital Partners
  • Celebrities
  • Wealth creators & Innovators

Why myMoneySage Family Office?

  • Digital Multi Family Office
  • Trusted brand since 2015
  • True fiduciary, no conflict of interest
  • Fee only, SEBI Registered Investment Adviser

The Process:

  • Objective setting & Goal Mapping
  • Investment Policy & framework with Scenario analysis
  • Strategy setting for succession & Philanthropy
  • Ongoing execution with regular monitoring
  • Monthly reviews