Multi Family Office

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Wealth Management

Asset class & product agnostic wealth strategies

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Direct Private Investments

Curated private investment opportunities

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Accounting

End to end accounting with book keeping

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Tax Planning

Tax Strategy, planning and filing

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Real Estate

Advisory & management

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Estate Planning

Succession & Liquidity planning

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Philanthropy

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