| What are the Advantages of a Family Office? |
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Advantages of having a family office
- Ability to participate in unique investment options due to pooling of family wealth both within and across families. A FO acts as an aggregator of capital, thereby enabling investment in opportunities that may not be available to the retail or even HNI investor.
- With a larger corpus it is often possible to negotiate more favourable terms
- Gate-keeper of corpus with incentives aligned; analytical decision making regarding asset allocation, risk management with consolidated reporting
- Co-ordination of multiple services such as estate planning, succession planning, legal support, administrative services etc.
- Frees the family to focus on the operating business and/or enjoy the benefits of the wealth
- Far more incisive level of reporting with deconstruction of sources of performance – Asset allocation v/s market timing v/s security selection
- Continued stewardship of your corpus with long term perspective
- Access to deep reservoir of knowledge about markets, economic scenario and industry sectors.
- Ability to deal at a one-on-one basis with principals rather than with relationship managers
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