Family Office & Wealth Advisory
A Structured Path to Build and Preserve Multigenerational Continuity
In ancient texts, the idea of continuity was inheritance and a duty to extend prosperity, wisdom, and belonging beyond one’s lifespan. Families build wealth through effort, risk, and ingenuity and face a question: who will carry this forward and how? Our family office advisory and wealth management services guide this journey.
The Delights We Deliver: Family Office Advisory & Wealth Management Services
Family Governance & Charter Frameworks
When people understand who is responsible for what, daily life becomes lighter and decisions feel easier. We help families create structures that explain how assets, businesses, and shared interests will be handled through agreements. We draft charters and policies that guide the management of shared assets, wealth, and business interests.
Succession & Estate Planning
Estate planning primarily concerns the transfer of assets after your lifetime, while succession planning focuses on continuity of management and control. Both are unique but essential pillars of wealth and legacy management. At Ekatva, our legal specialists guarantee your estate’s safety under both predictable situations, like retirement and unexpected situations like health concerns.
Trust Structuring & Wealth Preservation
A trust gives wealth a home that feels stable, helping families manage assets across long periods. Our job is to design structures that are reasonable and suited to the family culture, based on business interests, properties, or philanthropic goals that are involved.
Multi-generational Planning
People want to pass assets, but they also want to pass values, habits, and a sense of purpose. We help families create plans that include financial strategies, and softer elements like education, communication and leadership. The idea is simple: build wealth that lasts and relationships that live with it.
Investment Oversight & Reporting
Families often have multiple investments, businesses, and personal financial goals running at once. We review everything together, set up reporting that makes sense to people, and keep a keen eye on performance so nothing drifts off track. Investment oversight and reporting help them track performance and maintain detailed documentation.
Methodology We Follow for Our Family Office Advisory & Wealth Management Services
Getting to Know the Family
We start by understanding what is important for your family. This includes your family's goals, values, aspirations, the way money is shared and current financial position. We sit with members across generations, review finances and note the priorities. Continuity is the goal of some families, education, property, or philanthropy for others. Every family is unique, so our plan reflects how you think.
Setting up a Smooth System
Following the assessment, we implement governance frameworks and draft a family agreement defining roles & responsibilities and the decision-making process. We also establish structured family councils or committees and set protocols for communication and conflict resolution. The only goal is to make money and responsibilities fair for everyone.
Planning for Wealth, Business and the Future
Documentation is often mistaken for drudgery. In reality, it is the discipline made visible. At Ekatva, each annexure, declaration, and report is built with care and cross-checked against regulations. This is where patience becomes preparation. Every signature is reviewed, formats are aligned, and statements are supported.
Implementation and Continuous Review
Our dedicated family office advisory team and finance professionals ensure smooth execution of wealth management with the right expertise, staff and technology. Through continuous monitoring, we provide timely updates and recommend policy adjustments to keep your strategy consistent with changing circumstances. Families should not need to manage everything themselves.
Discover How Structured Planning and Governance Can Transform the Way Your Family Manages Wealth
View Insights that Shape Strong Families
The Tangible Outcomes:
Family Office Advisory & Wealth Management
When our services prove their worth, results speak long before we do.
Multidisciplinary Team
Our expert collaboration reduces decision delays, eliminates conflicting advice and delivers integrated solutions for wealth stability.
Capital Allocation Discipline
Strategic capital deployment increases efficiency, avoiding unproductive spending and improving long-term wealth preservation.
Governance Compliance Assurance
Regular structural reviews assure adherence to legal, tax and reporting requirements, preventing penalties and administrative burden.
Tax-Efficient Wealth Transfer
Our data-driven portfolio adjustments reduce your tax burden, enhance returns and strengthen overall wealth and asset performance.
Succession Readiness
Through family office consultancy, we secure the next generation inheritance, serving them with a fully structured asset ownership and business control.
Crisis Management
A contingency plan helps navigate unexpected challenges such as disputes, Leadership transitions, or financial shocks with confidence.
Ekatva’s Tatva
Services | Offering | Value |
|---|---|---|
Family Governance & Charter Frameworks | Advisory support, role definition, and engagement workshops | Maintain family harmony, protect the family legacy, and keep personal and business relations smooth. |
Succession & Estate Planning | Wills, Power of Attorney, Life insurance policy, succession or business-sale plan | Ensures continuity, prevents disruption, and keeps your family’s values and purpose intact over time. |
Trust Structuring & Wealth Preservation | Trust formation, asset protection, tax optimised structures, and documentation | Keeps your wealth safe from legal and financial risks, preserves capital, and controls wealth distribution. |
Multi-Generational Planning | Financial education, leadership training, and values-based programs | Prepares future generations to lead confidently and keep the family connected. |
Investment Oversight & Reporting | Portfolios review, risk assessment, coordinate with managers, assessment of individual property and business assets | Enhance investment discipline and keep family members informed of fund utilisation and wealth decisions. |
Let Us Be the Compass That Helps Your Family Navigate Wealth Decisions
View a Bigger Picture of Your Success and Legacy
Impact and Advantages of Our
Family Office Advisory & Wealth Management Services
Our aim is not just to prepare a financial handover but to help you prepare the next leader, who manages responsibilities effectively, ensuring stability during transitions.
Our advisory combines fresh perspectives of young members with the experience of older generations to drive progress and achieve meaningful results together.
Going beyond legal structures, our family office advisory and wealth management services design processes and help with conversations, protecting relationships, and keeping unity intact.
We bring order to the many roles a family must play. When responsibilities are named and understood, harmony follows, and capital finds the hand it needs in building a foundation.
From the Banyan Diaries
I am Banyan, A silent guardian of time. Centuries ago, my shade welcomed elders, children, and neighbours alike, sharing knowledge, resolving challenges and passing down traditions. Today, families seek the same guidance through a modern shade of mentorship, with boardrooms, digital calls or living room meetups. The tree has moved from the courtyards to the conference table. Times have changed, but the essence is unchanged– shelter, guidance and growth across generations.
Behind the Role
CA Trushar Shah
Co‑Founder & CEO
As a founding member of Ekatva, CA Trushar Shah has led accounting programs across Indian states, shaping urban local governance with modern accrual-based systems. His expertise includes public financial management, statutory audit, taxation, and institutional reform. A respected advisor, independent director, and educator, Trushar’s impact extends beyond India, representing the country’s financial reform journey on an international platform.
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