CapiTree Family Office
A bespoke family office service by CapiTree Asset LLP designed exclusively for high-net-worth individuals and families. Our approach goes beyond wealth management—we act as your private CFO, helping you manage, protect, and transition wealth with long-term vision, integrity, and strategy.
- Personalized Family Office Services
- Help you get clarity on all your personal financial objectives and needs
- Take a wholistic approach to your finances while built on a foundation of strong process
- Identify strategies for succession and transfer of wealth
- Arrange for Liquidity against real and financial assets
- Focus building efficiencies in costs and taxes
- We follow a meticulous advisory process which begins with Understanding your needs and objectives based on which we Design a unique investment plan based on the specific needs of the client. We then Propose our understanding and plan to the client and based on feedback we jointly arrive at a plan which is carefully Implemented after considering multiple factors. Once the plan in implemented we constantly Monitor the portfolio in the context of the client situation and changing market conditions. On a periodic basis we Review the portfolio with you and take course correction if required. This is then an Ongoing Process
- Seasoned experienced professionals with about 40 years of combined experience in the largest global organizations
- Specialized, Focused and Nimble organization focused on clients needs
- Independent unbiased advice
- Part of a larger ecosystem designed to protect client’s interest
- Work with a select set of families across India
CapiTree Family Office
Wide Range of Investment products which can be used to customize every need
Wealth Preservation
- Government Bonds
- Corporate Bonds
- Corporate Fixed Deposits
- Debt Mutual Funds
- Money Market Funds
Flexible Strategies
- Income Yielding Real Estate
- Mezzanine Capital Strategies
Capital Appreciation
- Direct Equities
- Equity Mutual Funds
- Portfolio Management Schemes
- Growth Real Estate
- Private Equity
- Initial Public Offerings
- Exchange Traded Funds (ETF)
- Thematic Strategies
CapiTree Family Office
Family office services involves a comprehensive advisory on your overall financial requirements from managing investments in India and Overseas, taxes and succession planning. We also involve domain specialists where required to handle complex issues. Some of the key benefits of using a family office are
- Help prepare a Family Charter and a comprehensive Investment Policy Statement
- Consolidated Reporting of investments through multiple agencies and distributors
- Provide wholistic advice based on the overall portfolio and pre-defined strategies
- Tax efficiency is one of the key considerations while evaluating the portfolio
- Advice provided across assets including but not limited to Listed Equities, Mutual Funds, Bonds, Unlisted Equities
- Aligns the advisor to the client by aligning the renumeration model
Detailed Reporting and Monitoring
Detailed reports available online captures portfolio performance at various metrics. This also helps monitoring portfolios enabling timely action and execution
“Investment in securities market is subject to market risks. Read all the related documents carefully before investing.”
Partner with CapiTree Family Office – Powered by CapiTree Asset LLP
If you’re looking for a trusted advisor who understands both the complexity and emotion behind generational wealth—our family office model is built for you.
