Is the family office only for the rich? Five questions on family office answered.

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 […]

Founder and CEO of Cervin Family Office
03 May 2024

Discover Unclaimed Wealth: Shares and Dividends Owned By Your Ancestors

Humour me. Do this exercise. List the names of five people who participated in the share market in the 1980s or 1990s. Then go to the iepf.gov.in website and click on this link Search those five names in the search box provided. (Note: Provide at least the first and last name. Do not get put […]

Head, Fee Only Investment Advisers, a SEBI registered Investment Advisor
13 Apr 2024