#succession planning

Writing a will might sound like something reserved for the wealthy or elderly. But as many legal experts and personal finance professionals emphasize, having a will is crucial for everyone, especially those with dependents, modest savings, and responsibilities. In this article, we demystify the process of writing a will, the legal nuances involved, and why […]

Family Offices are, in simple terms, entities that have been set up to cater to some financial & some non-financial needs of ultra-high-net-worth individuals. These individuals can be family business owners, entrepreneurs, or even some very high-paid professionals.  These offices provide services in the areas of investment management, expense management, tax planning, and other non-financial […]