Multi Family Office
INPact’s Suite of Services
- Long-term asset allocation plan
- Personalized family investment policy statement
- Portfolio monitoring & review of external wealth managers against benchmarks
- Portfolio risk analysis & mitigation strategies
- Comprehensive reporting through regular family office meetings
- Advice and research on equity, debt, mutual funds, AIF, derivatives, PMS, commodities, structured products, unlisted shares and private equity
- Family personalized investment policy statement
- Assistance in selection of wealth and fund managers
- Offshore Investment and Cost optimization
- Assisting family in estate planning, trust & governance issues
- Advice on tax planning and tax optimization in consultation with clients’ tax experts or external partners
- Advice on investment banking and real estate through external partners
Inpact's Client Advisory Framework
