Multi-Family Office
A multi-family office is a structured platform designed to support families with varied and growing financial needs. It focuses on bringing together different financial aspects under one organised framework, helping families stay informed and aligned with their long-term objectives.
Types of Multi-Family Office
Centralised Access
Offers a single platform to view investments and financial holdings across family members.
Consolidated Reporting
Helps families track portfolios, transactions, and performance through organised reports.
Operational Convenience
Simplifies execution-related processes by bringing multiple services under one framework.
Why Invest in Multi-Family Office
Institution-Led Multi-Family Office
These are operated by established financial institutions and offer standardised access to financial products, reporting tools, and operational support.
Independent Multi-Family Office
Independent structures operate separately and focus on offering platform-based services to multiple families through a shared setup.
Virtual Multi-Family Office
This model uses digital tools to provide consolidated reporting and access without a physical office setup, making it cost-efficient and accessible.
Continued Investment of Balance
Units Units that are not withdrawn remain invested in the mutual fund scheme as per its terms.
Option to Modify or Stop
SWPs generally allow changes or stoppage at any time through the respective mutual fund platform.
