MultiFamily Office
Wealth Management
Asset class & product agnostic wealth strategies
Direct Private Investments
Curated private investment opportunities
Accounting
End to end accounting with book keeping
Tax Planning
Tax Strategy, planning and filing
Real Estate
Advisory & management
Estate Planning
Succession & Liquidity planning
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
Start Your Investing Today
"A dream written down with a date becomes a goal. A goal broken down into steps becomes a plan. A plan backed by action makes your dreams come true." - Greg Reid