Family Office
Consolidated reporting, personal tax, wealth structuring and succession support for business families.
Family Office
Business families and high net worth individuals often hold wealth across companies, investments, property and family members, each with its own tax and reporting needs. Our family office service brings all of it under one disciplined framework, with a single point of contact for the family.
What we cover
Consolidated Family Reporting
A single view of the family's businesses, investments, property and liabilities, reported monthly or quarterly.
Personal Tax and Compliance
Income tax, advance tax and compliance for every family member and family entity, managed on one calendar.
Wealth Structuring
Advice on holding structures such as investment companies, LLPs and family trusts, worked out with the family's legal advisers.
Investment Accounting
Recording and reconciliation of portfolios, capital gains tracking and statements from banks, brokers and fund houses.
Succession Planning Support
Tax and financial inputs for succession and estate planning, alongside the family's legal counsel.
Global Assets and NRI Members
Overseas investments, outward remittances, foreign assets reporting and tax matters of family members living abroad.
Confidentiality first. Family office engagements are handled by a small, dedicated team, with access to family information restricted to those working on the engagement.
How every engagement
begins and runs.
Clear scope, transparent fees and regular updates, from the first conversation to delivery.
Understand
A focused discussion of your requirement and timelines.
Propose
A clear scope of work with transparent fees.
Engage
A short engagement letter before work begins.
Deliver
Regular updates and on-time delivery.
More from
Winst & Pro Global.
Our five practices work together, so tax, regulatory and finance positions stay aligned.
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CFO-level control without a full-time hire: reliable books, sharp reporting and proactive compliance.
Explore →Global Practice
India entry and GCC setup, FEMA, FCRA, foreign trade, customs, international tax and group reporting.
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Compliance, annual returns, reconciliations, notices, audits, export refunds and advisory.
Explore →Direct Tax
Income tax compliance, TDS, tax planning, transaction advice, assessments and appeals.
Explore →Discuss your Family Office requirement
Speak with Sahil Kalra — +91 98711 87349.